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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STAVIS WEALTH TRANSFER SOLUTIONS

STAVIS WEALTH TRANSFER SOLUTIONS, LLC, CRD 328185

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01ccac68-b6e9-3163-8a6f-9ed77a39df70

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Sep 8, 2023 to Mar 23, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $148MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $83.2M
Private client RAUM: $145MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $37.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 39
High net worth clients: 21
SEC number: 801-128853
CRD: 328185
Filings on the tape: 14
First filed: Sep 8, 2023
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, TX
Website: staviswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEBORAH STAVIS	Certified Financial Planner	Houston, TX	2	43	7	yes
KAYLA ALEXANDRA TOLUNAY	Certified Financial Planner	HOUSTON, TX	2	17	5	no
Samir Sinha	Chartered Financial Analyst	HOUSTON, TX	1	28	5	no
Yevgeniya Andryeyeva	Certified Financial Planner	HOUSTON, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ST. CHAN BUSINESS ENTERPRISES, LTD.	LLC MEMBER/OWNER	E	yes	04/2023	Dec 17, 2023	Sep 30, 2024
ST. CHAN MANAGEMENT, LLC	GENERAL PARTNER	F	yes	04/2023	Dec 17, 2023	Sep 30, 2024
STAVIS, DEBORAH, MCCULLY	LLC MANAGER	F	yes	04/2023	Sep 8, 2023	Sep 30, 2024
STAVIS, DEBORAH, MCCULLY	MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER	Na	yes	04/2023	Sep 8, 2023	Sep 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIRST FINANCIAL RESOURCES LLC	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 23, 2026	$148M	$83.2M	6	3	n/a	n/a
2024	Apr 19, 2025	$121M	$11.5M	5	3	n/a	n/a
2023	Mar 23, 2024	$53.8M	$0	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$148M	$121M	22.6%	n/a	n/a	6	5	0	0

Relationships

Registered with (4)

← Yevgeniya AndryeyevaAdvisorregistration: current employment
Sep 29, 2025 to presentfactForm ADV
← Samir SinhaAdvisorregistration: current employment
Jun 3, 2025 to presentfactForm ADV
← KAYLA ALEXANDRA TOLUNAYAdvisorregistration: current employment
Nov 8, 2023 to presentfactForm ADV
← DEBORAH STAVISAdvisorregistration: current employment
Oct 1, 2023 to presentfactForm ADV

Controls (3)

← STAVIS, DEBORAH, MCCULLYOwnerLLC MANAGER, ownership code F, individual
Sep 8, 2023 to Sep 30, 2024factForm ADV
← ST. CHAN BUSINESS ENTERPRISES, LTD.OwnerLLC MEMBER/OWNER, ownership code E, domestic entity
Dec 17, 2023 to Sep 30, 2024factForm ADV
← ST. CHAN MANAGEMENT, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Dec 17, 2023 to Sep 30, 2024factForm ADV

Dated events

Occurred
Sep 30, 2024
Control person left
Alexandra Kayla Tolunay (Senior Principal & Chief Financial Planning Officer) no longer on Schedule A of Stavis Wealth Transfer Solutions (listed 2024-03-23, absent 2024-09-30)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2024
Control person joined
Alexandra Kayla Tolunay (Senior Principal & Chief Financial Planning Officer) appeared on Schedule A of Stavis Wealth Transfer Solutions
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
First Form ADV filing
Stavis Wealth Transfer Solutions filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01ccac68-b6e9-3163-8a6f-9ed77a39df70
First observed: Sep 8, 2023
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STAVIS WEALTH TRANSFER SOLUTIONS

STAVIS WEALTH TRANSFER SOLUTIONS, LLC, CRD 328185

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01ccac68-b6e9-3163-8a6f-9ed77a39df70

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEBORAH STAVIS

Certified Financial Planner

Houston, TX

yes

KAYLA ALEXANDRA TOLUNAY

Certified Financial Planner

HOUSTON, TX

Samir Sinha

Chartered Financial Analyst

HOUSTON, TX

Yevgeniya Andryeyeva

Certified Financial Planner

HOUSTON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ST. CHAN BUSINESS ENTERPRISES, LTD.

LLC MEMBER/OWNER

yes

04/2023

Dec 17, 2023

Sep 30, 2024

ST. CHAN MANAGEMENT, LLC

GENERAL PARTNER

yes

04/2023

Dec 17, 2023

Sep 30, 2024

STAVIS, DEBORAH, MCCULLY

LLC MANAGER

yes

04/2023

Sep 8, 2023

Sep 30, 2024

STAVIS, DEBORAH, MCCULLY

MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER

yes

04/2023

Sep 8, 2023

Sep 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIRST FINANCIAL RESOURCES LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$148M

$83.2M

n/a

2024

Apr 19, 2025

$121M

$11.5M

n/a

2023

Mar 23, 2024

$53.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$148M

$121M

22.6%

n/a