Investment adviser · CRD 306413

TEXAS FINANCIAL ADVISORY

Investment adviser filing (IA)

QUEEN B ADVISORS, LLC

SAN ANTONIO, TX, United States · Form ADV filed Dec 22, 2024

Regulatory AUM: $118M
Client accounts: 633
Employees: 7
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	600	$90,310,613	76.6%
High-net-worth individuals	16	$25,499,878	21.6%
Corporations & businesses	Fewer than 5	$1,792,606	1.5%
Charities	Fewer than 5	$262,245	0.2%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 1921655 · Dec 22, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 22, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

20650 STONE OAK PKWY, #100
SAN ANTONIO, TX, 78258, United States

CRD 306413

Filing source

Form ADV 1921655 · Dec 22, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.