Finamex Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 24, 2026, reports $114M in regulatory assets under management, 4 employees, and 190 accounts.
Assets Under Management
$114M
Employees
4
Offices
--
Total Clients
190
Primary office
HOUSTON, TX
2700 POST OAK BLVD., 22ND FLOOR; SUITE 22-122, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
140
2
HNWI
17.9%
34
3
Corporations
8.4%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of April 24, 2026
Discretionary45.0%
$51M
45% of total RAUM45.0%
Non-discretionary55.0%
$63M
55% of total RAUM55.0%
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$114M
Total Accounts190
10Y AUM Change+$114M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee48:1
10Y Employee Change+3 (+300.0%)
* 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.