← Directory
TEXAS FINANCIAL ADVISORY
Legal name: QUEEN B ADVISORS, LLC
CRD 306413File 801-128701
APPROVED
Retail clients
Disclosure events
Filing as of Dec 22, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$117.9M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $117.9M
Clients
621
633 accounts
Employees
7
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 7, 2023
- Principal office
- 20650 STONE OAK PKWY, #100, SAN ANTONIO, TX, 78258
- Phone
- (210) 530-1292
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $117.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $117.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 633
- Total accounts
- 633
- AUM per client
- $190K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.8M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $262K |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 16 | $25.5M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 600 | $90.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.