Texas Financial Advisory

$117.9MAssets under management
as of Dec 2024 · SEC Form ADV
San Antonio, TX
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No one at Texas Financial Advisory has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $110M held · filed Dec 2024
Schwab
Per Form ADV · $8M held · filed Dec 2024