Data / Investment advisers / Texas / Texas Financial Advisory
Texas Financial Advisory, San Antonio, TX: $118 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Texas Financial Advisory is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $118 million in regulatory assets under management in its Form ADV filed December 22, 2024. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Texas Financial Advisory (CRD number 306413): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 306413
- SEC file number
- 801-128701
- SEC status
- Approved, effective September 7, 2023
- Legal name
- Queen B Advisors, LLC
- Main office
- 20650 Stone Oak Pkwy, #100, San Antonio, TX 78258
- Phone
- (210) 530-1292
- Regulatory AUM
- $117,865,342 in the Form ADV filed December 22, 2024
- Non discretionary AUM
- $117,865,342
- Accounts
- 633
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- December 22, 2024
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 600 | $90.3 million |
| High net worth individuals | 16 | $25.5 million |
| Corporations or other businesses | 4 | $1.8 million |
| Charitable organizations | 1 | $262,245 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Martin Capital Advisors, LLP | San Antonio | $181.9 million | Not listed | adviserinfo.sec.gov |
| Cornermen Financial, LLC | San Antonio | $172.7 million | Not listed | adviserinfo.sec.gov |
| Graystreet Partners | San Antonio | $159 million | 8 | adviserinfo.sec.gov |
| Money Managers, Inc. | San Antonio | $146.6 million | Not listed | adviserinfo.sec.gov |
| Reliance Wealth Management | San Antonio | $134.2 million | Not listed | adviserinfo.sec.gov |
| Ehrenberg Chesler Investment Advisors LLC | San Antonio | Not listed | 62 | adviserinfo.sec.gov |
| Active Venture Partners, LLC | San Antonio | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Texas Financial Advisory on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.