# STAVIS WEALTH TRANSFER SOLUTIONS, LLC

STAVIS WEALTH TRANSFER SOLUTIONS, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 328185
- Type: SEC-registered investment adviser
- SEC file number: 801-128853
- Location: 1330 POST OAK BLVD, SUITE 2050, HOUSTON, TX, 77056
- Phone: 713-391-8200
- Latest filing: 2026-03-23
- Regulatory AUM: $148.1M
- Discretionary AUM: $83.2M
- Non-discretionary AUM: $64.9M
- Clients: 6
- Accounts: 39

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Deborah Mccully Stavis | LLC MANAGER; MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | — |
| STAVIS DEBORAH MCCULLY | LLC MANAGER; MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | — |
| TOLUNAY KAYLA ALEXANDRA | SENIOR PRINCIPAL & CHIEF FINANCIAL PLANNING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328185/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328185/similar
- Related entities: https://search.stillhousedata.com/firm/328185/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328185

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.