TEXAS FINANCIAL ADVISORY
QUEEN B ADVISORS, LLC Legal Name
Adviser information for TEXAS FINANCIAL ADVISORY last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 633 | $117.9M |
| Total | 633 | $117.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 600 | $90.3M |
| HNW Individuals | 16 | $25.5M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $262,245 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $1.8M |
| Other | <5 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshopsPODCASTS/RADIO SHOW/TELEVISION SHOW |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-128701 |
|---|---|
| SEC ERA File Number | 801-128701 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306413 |
| Legal Entity Identifier | None |
Principal Office
20650 STONE OAK PKWY, #100SAN ANTONIO
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: (210) 530-1292, Fax: None
Websites
www.facebook.com/txfinadv
www.linkedin.com/company/texas-financial-advisory
www.youtube.com/channel/uc1txt0oadi88xzmqzv5s10a
texasfinancialadvisory.com/
www.instagram.com/txfinadv/
texasfinancialadvisorytv.com/
brooklynnchandlerwilly.com/
podcasts.apple.com/us/podcast/the-texas-financial-advisory-radio-show-with/id1625701679
www.iheart.com/podcast/1300-the-texas-financial-advis-97351269/
podcasts.google.com/feed/ahr0chm6ly9vbw55lmztl3nob3dzl3rozs10zxhhcy1maw5hbmnpywwtywr2axnvcnktcmfkaw8tc2hvdy13axrolwjyb29
open.spotify.com/show/4bpiurspwr7g3z8us4zoyj
retirementtaxbill.com/?u=bfmvz1f3y28vbehsl3hkzkfqdjrizz09
empower-divorce.com/
empower-divorce.com/
Chief Compliance Officer
BROOKLYNN CHANDLER WILLY
CEO
20650 STONE OAK PKWY, #100
SAN ANTONIO
TX
United States
Tel:
(210) 530-1292
Fax:
(210)569-6382
B********@*************************M
(Full email address available in API data)
Regulatory Contact
CATHY VASILEV
CONSULTANT
1320 ARROW POINT DRIVE, SUITE 411
CEDAR PARK
TX
United States
Tel:
(512)796-3299
Fax:
(512)842-7497
C*******@*******************M
(Full email address available in API data)
Industry Affiliates
| TEXAS FINANCIAL ADVISORY | Insurance company or agency |
| TEXAS INSURANCE ADVISORY | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILLY, BROOKLYNN, CHANDLER | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 10/2019 | > 75% |
| Barrera, Yvette, Villanueva | Individual | – | VICE PRESIDENT AND IAR | 12/2020 | < 5% |