AUMdb
NI

Needville Insurance Agency Inc

State-registered Insurance-Affiliated CRD 322817 · Needville, TX
☆ Save with Pro ADV data as of Oct 13, 2022
Regulatory AUM
Discretionary
Clients
0
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Bradley Thomas Stavinoha Registered representative Oct 2022 (4y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 10/13/2022 979 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • REFERAL FEE

Services

  • Selection of other advisers
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 13, 2022.

View current Form ADV (SEC/IAPD) ↗