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 LLC is an independent, individual-owned registered investment adviser that became SEC-registered in 2023. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory offering blends financial planning with portfolio management for individuals, small businesses and larger business or institutional clients, plus selection of other advisers and educational workshops. Fee arrangements include a percentage-of-AUM model alongside hourly billing. The firm does not position itself as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting. It lists an industry affiliation with an insurance company.