# Texas Financial Advisory

> Texas Financial Advisory is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 22, 2024.

- CRD: 306413
- Filed as: TEXAS FINANCIAL ADVISORY
- Legal name: Queen B Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: December 22, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306413
- AdvisorCensus page: https://advisorcensus.com/firm/texas-financial-advisory-san-antonio-tx-306413

## Quick answers

**How is Texas Financial Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Texas Financial Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Texas Financial Advisory located?**
Texas Financial Advisory's principal office is in San Antonio, TX, according to its Form ADV.

**Is Texas Financial Advisory registered with the SEC or a state?**
Texas Financial Advisory is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 306413.

**How much does Texas Financial Advisory manage?**
Texas Financial Advisory reports $117,865,342 in regulatory assets under management in its Form ADV filing dated December 22, 2024 (0% discretionary).

**How have Texas Financial Advisory's assets and staff changed since 2023?**
In the Form ADV data for Texas Financial Advisory: Regulatory assets under management: $103,568,718 in the October 2023 data and $117,865,342 in the October 2026 data, up 14%. Total employees: 4 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Texas Financial Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (600); high net worth individuals (16); corporations or other businesses not listed above (4).

**Does Texas Financial Advisory report any disciplinary disclosures?**
Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306413

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $117,865,342
- Discretionary: $0
- Non-discretionary: $117,865,342

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 600 | $90,310,613 |
| High net worth individuals | 16 | $25,499,878 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | 1 | $262,245 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 4 | $1,792,606 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 5 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(3): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306413

### Websites listed on Form ADV (Item 1.I)
- brooklynnchandlerwilly.com
- empower-divorce.com
- iheart.com/podcast/1300-the-texas-financial-advis-97351269
- open.spotify.com/show/4bpiURSPwR7g3z8us4zOyJ
- podcasts.apple.com/us/podcast/the-texas-financial-advisory-radio-show-with/id1625701679
- podcasts.google.com/feed/aHR0cHM6Ly9vbW55LmZtL3Nob3dzL3RoZS10ZXhhcy1maW5hbmNpYWwtYWR2aXNvcnktcmFkaW8tc2hvdy13aXRoLWJyb29
- retirementtaxbill.com
- texasfinancialadvisory.com
- texasfinancialadvisorytv.com
- Facebook @txfinadv
- Instagram @txfinadv
- LinkedIn @texas-financial-advisory
- YouTube @UC1tXt0oaDI88XZmqZV5s10A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $103,568,718 | 4 | August 8, 2023 |
| October 2024 | $117,865,342 | 7 | August 14, 2024 |
| October 2025 | $117,865,342 | 7 | December 22, 2024 |
| October 2026 | $117,865,342 | 7 | December 22, 2024 |

Regulatory assets under management: $103,568,718 in the October 2023 data and $117,865,342 in the October 2026 data, up 14%.
Total employees: 4 in October 2023 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Texas Financial Advisory (CRD 306413): Form ADV filing data as of October 2026.