Texas Financial Advisory

RIASEC RegisteredEst. 2023

Total AUM

$118M

Discretionary

0% of AUM

Avg account

$186K

Accounts

633

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 306413
Registered since: September 7, 2023
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals76.62%
HNWI21.63%
Corporations / Businesses1.52%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Texas Financial Advisory is an independent, individual-owned RIA that registered with the SEC in 2023 and operates as a capital allocator for both individual/family and institutional clients. Its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, selection of outside managers, and client education via seminars or workshops. The firm charges based on a percentage of assets under management and also offers hourly billing for select services. It does not position itself as an active ESG investor and is not listed as a multi-state adviser. The firm maintains an industry affiliation with an insurance company.