Banorte 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 25, 2026, reports $661M in regulatory assets under management, 40 employees, 1 office, and 869 accounts.
Assets Under Management
$661M
Employees
40
Offices
1 office
Total Clients
869
Primary office
HOUSTON, TX
5075 WESTHEIMER, SUITE 975W, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.0% of total clients.
Top client categories% of clientsClients
1
Individuals
86.0%
747
2
HNWI
10.7%
93
3
Corporations
3.2%
28
4
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$661Mas of March 25, 2026
Discretionary78.2%
$517M
78% of total RAUM78.2%
Non-discretionary21.8%
$144M
22% of total RAUM21.8%
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$661M
Total Accounts869
10Y AUM Change+$661M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee22:1
10Y Employee Change+20 (+100.0%)
* 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.