← Directory
FINAMEX ASSET MANAGEMENT, LLC
CRD 304260File 801-135018
APPROVED
Retail clients
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$113.9M
Bottom 25% of cohort (national)
Discretionary AUM
$51.2M
Non-discretionary $62.6M
Clients
190
190 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 19, 2025
- Principal office
- 2700 POST OAK BLVD., 22ND FLOOR; SUITE 22-122, HOUSTON, TX, 77056
- Phone
- 713-589-7121
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $113.9M
- Discretionary AUM
- $51.2M
- Non-discretionary AUM
- $62.6M
- Discretionary accounts
- 79
- Non-discretionary accounts
- 111
- Total accounts
- 190
- AUM per client
- $599K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $6.4M |
| High net worth individuals | 34 | $66.0M |
| Individuals (other than high net worth individuals) | 140 | $41.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.