L & B Realty Advisors, Llp
SEC-registered
Private Fund Manager · Boutique (under $100M)
CRD 136654
· SEC file 801-64726
· Dallas, TX
· WWW.LBREALTY.COM
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $219K
- Discretionary
- $219K
- Clients
- 12
- Avg AUM / client
- $18.2K
- Accounts
- 1
- Employees
- 70
AUM over time
$177K
$765M
Mar 30, 2012
Mar 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | — | — |
| Pooled investment vehicles (non-investment companies) | 1 | $219K | 100.0% |
| Pension and profit sharing plans | 3 | — | — |
| State or municipal government entities | 6 | — | — |
| Other investment advisers | 1 | — | — |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Livingston Plumlee | Partner & Chief Investment Officer | Jul 2005 (21y) | 50% – 75% | |
| George Andrews Smith | Managing Partner | Jul 2005 (21y) | 50% – 75% | |
| Hanson, Jennifer, Ann | Chief Compliance Officer | Feb 2021 (6y) | Less than 5% | |
| Christine Marie Mullis | Registered representative | Sep 2012 (14y) | ||
| Eric Robert Smith | Registered representative | Sep 2012 (14y) | ||
| Mark Paul Faraldo | Registered representative | Sep 2012 (14y) | ||
| Stacie Sander Crown | Registered representative | Sep 2012 (14y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗