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BANORTE ASSET MANAGEMENT, INC.
CRD 290555File 801-114865
APPROVED
Retail clients
Disclosure events
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$661.2M
Above cohort median (national)
Discretionary AUM
$516.8M
Non-discretionary $144.4M
Clients
869
869 accounts
Employees
40
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 25, 2019
- Principal office
- 5075 WESTHEIMER, SUITE 975W, HOUSTON, TX, 77056
- Phone
- 713-980-4600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $661.2M
- Discretionary AUM
- $516.8M
- Non-discretionary AUM
- $144.4M
- Discretionary accounts
- 838
- Non-discretionary accounts
- 31
- Total accounts
- 869
- AUM per client
- $761K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $92.8M |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 93 | $382.5M |
| Individuals (other than high net worth individuals) | 747 | $184.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.