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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TEXAS FINANCIAL ADVISORY

QUEEN B ADVISORS, LLC, CRD 306413

SAN ANTONIO, 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:8d2accd7-32b0-84d7-597d-505e7f17bfdc

Data as of Dec 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 0
Observed: Aug 8, 2023 to Dec 22, 2024
4 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=0.0
Regulatory AUM: $118MItem 5.F on the latest filing (2024-12-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $116MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 633
Individual clients: 600
High net worth clients: 16
SEC number: 801-128701
CRD: 306413
Filings on the tape: 4
First filed: Aug 8, 2023
Latest filed: Dec 22, 2024
Organised: Limited Liability Company, Texas

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
WILLY, BROOKLYNN, CHANDLER	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	yes	10/2019	Aug 8, 2023	Dec 22, 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
TEXAS FINANCIAL ADVISORY, PLLC	n/a	n/a	n/a	Y	yes	n/a
TEXAS INSURANCE ADVISORY, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW BRAUNFELS	TX	United States	2	no
Boerne	TX	United States	1	no
Portland	TX	United States	0	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 28, 2024	$118M	$0	7	5	3	n/a	n/a

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
2023	$118M	n/a	n/a	n/a	n/a	7	n/a	3	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOUNDATIONS INVESTMENT ADVISORS LLC	5	Dec 22, 2024	Jan 14, 2025	SAN ANTONIO, TX	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (1)

← WILLY, BROOKLYNN, CHANDLEROwnerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 8, 2023 to presentfactForm ADV

Moved with (1)

→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviser5 advisors, firm absorbed
Dec 22, 2024 to Jan 14, 2025factForm ADV

Registered with (6)

← Ian Adam BradleyAdvisorregistration: previous registration
Jun 10, 2024 to Dec 23, 2024factForm ADV
← Yvette BarreraAdvisorregistration: previous registration
Oct 23, 2020 to Dec 22, 2024factForm ADV
← Tammie Michelle TirresAdvisorregistration: previous registration
Apr 7, 2021 to Dec 22, 2024factForm ADV
← Mario Ray BarreraAdvisorregistration: previous registration
May 13, 2022 to Dec 22, 2024factForm ADV
← Wesley Hutchins ThomsAdvisorregistration: previous registration
Aug 24, 2023 to Dec 22, 2024factForm ADV
← NANNETTE LEIGH SABOAdvisorregistration: previous registration
Oct 23, 2020 to Mar 1, 2021factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
Ian Adam Bradley left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2024
Control person left
Villanueva Yvette Barrera (Vice President And Iar) no longer on Schedule A of Texas Financial Advisory (listed 2024-08-14, absent 2024-12-22)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2024
Firm absorbed
Texas Financial Advisory's advisors moved to Foundations Investment Advisors LLC (San Antonio, TX): 5 of 5 registered, a day apart
Form ADVobserved 4 days ago
5 advisors
Occurred
Dec 22, 2024
Advisor changed firm
Wesley Hutchins Thoms left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2024
Advisor changed firm
Tammie Michelle Tirres left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2024
Advisor changed firm
Yvette Barrera left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-14)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2024
Advisor changed firm
Mario Ray Barrera left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
Aug 8, 2023
First Form ADV filing
Texas Financial Advisory filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d2accd7-32b0-84d7-597d-505e7f17bfdc
First observed: Aug 8, 2023
Last observed: Dec 22, 2024 21 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.

TEXAS FINANCIAL ADVISORY

QUEEN B ADVISORS, LLC, CRD 306413

SAN ANTONIO, 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:8d2accd7-32b0-84d7-597d-505e7f17bfdc

Data as of Dec 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILLY, BROOKLYNN, CHANDLER

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

10/2019

Aug 8, 2023

Dec 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TEXAS FINANCIAL ADVISORY, PLLC

n/a

yes

n/a

TEXAS INSURANCE ADVISORY, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW BRAUNFELS

United States

Boerne

United States

Portland

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$118M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$118M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOUNDATIONS INVESTMENT ADVISORS LLC

Dec 22, 2024

Jan 14, 2025

SAN ANTONIO, TX

Firm absorbed

RIA to RIA

100.0%