DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Texas Financial Advisory

Independent wealth managerSan Antonio, TexasCRD 306413SEC 801-128701websiteIAPD
Legal name Queen B Advisors, LLC
Latest filing Dec 22, 2024
First filing on the tape Aug 8, 2023 · 4 filings
SEC status approved since Sep 7, 2023
RAUM
$118M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
98%
$116M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$118M as of Dec 22, 2024
Aug 8, 2023$104M then
HNW client RAUM$25.5M as of Dec 22, 2024
Aug 8, 2023$36.2M then
State-registered IARs (5.B.3)5 as of Dec 22, 2024
Aug 8, 20234 then
Employees (5.A)7 as of Dec 22, 2024
Aug 8, 20234 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Dec 22, 2024; every figure names its basis
Archetypes, each a printed rule
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
RAUM per advisor
$23.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
123derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.6MderivedHNW RAUM over HNW clients
Average account
$186,201derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
1.3derived4 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminars, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$90.3M77%
  • High-net-worth individuals$25.5M22%
  • Corporations and businesses$1.8M1.5%
  • Charitable organizations$262,2450.2%
Individual clients
600reported
HNW clients
16reported
Pension plan clients
n/areported
Charitable clients
1reported
Accounts
633reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Chandler Brooklynn Willy · Chief Executive Officer And Chief Compliance Officercontrol
      since 10/2019 · owns 75% or more
    Related persons
    Schedule D 7.A
    • Texas Financial Advisory, Pllc
      real estatey
    • Texas Insurance Advisory, LLC
      real estaten
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    San Antonio, Tx · principal000
    New Braunfels, Tx000
    Offices
    Schedule D 1.F, the 25 largest
    • New Braunfels, TX2 employees
    • Boerne, TX1 employees
    • Portland, TX
    ADV anomalies
    1 against comparable advisers; where to look, not conclusions
    • low discretionary shareStatic outlier · filing Dec 22, 2024
      discretionary share of RAUM of 0% against a peer median of 100% (5676 comparable advisers, 0.0th percentile, 33.7 robust deviations)
      peers: independent wealth managers, $100M to $500M (5,676) · 0.0% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 590 to 633
      Aug 8, 2023 to Mar 28, 2024
    • Advisory employees · 4 to 5
      Aug 8, 2023 to Mar 28, 2024
    • Advisory activities · 5 to 6
      Aug 8, 2023 to Mar 28, 2024
    • Corporate clients · 3 to 4
      Aug 8, 2023 to Mar 28, 2024
    • HNW clients · 22 to 16
      Aug 8, 2023 to Mar 28, 2024
    • Individual clients · 256 to 600
      Aug 8, 2023 to Mar 28, 2024
    • Pension plan clients · 1.0 to unset
      Aug 8, 2023 to Mar 28, 2024
    • Employees · 4 to 7
      Aug 8, 2023 to Mar 28, 2024
    • State-registered IARs · 4 to 5
      Aug 8, 2023 to Mar 28, 2024
    • Other offices · 2 to 3
      Aug 8, 2023 to Mar 28, 2024
    • HNW RAUM · $36.2M to $25.5M
      Aug 8, 2023 to Mar 28, 2024
    • Individual RAUM · $64.8M to $90.3M
      Aug 8, 2023 to Mar 28, 2024
    • Non-discretionary RAUM · $104M to $118M
      Aug 8, 2023 to Mar 28, 2024
    • Pension RAUM · $657,777 to $0
      Aug 8, 2023 to Mar 28, 2024
    • RAUM · $104M to $118M
      Aug 8, 2023 to Mar 28, 2024
    Signals
    8 dated events
    • Ian Adam Bradley left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-02)
      Dec 23, 2024 · Advisor changed firm · fact
    • Wesley Hutchins Thoms left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-02)
      Dec 22, 2024 · Advisor changed firm · fact
    • Yvette Barrera left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-14)
      Dec 22, 2024 · Advisor changed firm · fact
    • Mario Ray Barrera left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-02)
      Dec 22, 2024 · Advisor changed firm · fact
    • Tammie Michelle Tirres left Texas Financial Advisory for Foundations Investment Advisors Llc (registered 2025-01-02)
      Dec 22, 2024 · Advisor changed firm · fact
    • Villanueva Yvette Barrera (Vice President And Iar) no longer on Schedule A of Texas Financial Advisory (listed 2024-08-14, absent 2024-12-22)
      Dec 22, 2024 · Control person left · inference
    • Texas Financial Advisory's advisors moved to Foundations Investment Advisors LLC (San Antonio, TX): 5 of 5 registered, a day apart
      Dec 22, 2024 · Firm absorbed (people side) · derived
    • Texas Financial Advisory filed its initial SEC registration (Form ADV)
      Aug 8, 2023 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/texas-financial-advisoryreportedpublic record, Form ADV, Sep 17, 2026
    Website
    texasfinancialadvisory.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (210) 530-1292reportedpublic record, Form ADV, Dec 22, 2024
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026