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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TEXAS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TEXAS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.