Monex Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 31, 2026, reports $651M in regulatory assets under management, 20 employees, 2 offices, and 600 accounts.
Assets Under Management
$651M
Employees
20
Offices
2 offices
Total Clients
599
Primary office
HOUSTON, TX
440 LOUISIANA STREET, SUITE 1240, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.6% of total clients.
Top client categories% of clientsClients
1
HNWI
58.6%
351
2
Individuals
25.9%
155
3
Corporations
13.2%
79
4
Investment Cos.
2.3%
14
Categories with <5 clients
NON-PROFIT SCHOOL<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$651Mas of May 28, 2026
Discretionary81.4%
$530M
81% of total RAUM81.4%
Non-discretionary18.6%
$121M
19% of total RAUM18.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$651M
Total Accounts600
10Y AUM Change+$524M (+415.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee30:1
10Y Employee Change+7 (+53.8%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.