Finamex Asset Management, LLC: new SEC registration, $114M AUM, Houston, TX
Finamex Asset Management, LLC (Houston, Texas): new SEC registration, $114M AUM, Houston, TX. Its amount of 114 is below the median of 134 (30th percentile). Dated 320 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 114 · 30th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 10 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Finamex Asset Management, LLC |
| Legal name | Finamex Asset Management, LLC |
| CRD | 304260 |
| Status | Approved |
| Registered with the SEC | 2025-12-19 |
| Latest Form ADV filing | 2026-09-14 |
| Location | Houston, TX, United States |
| Regulatory AUM | $113,852,806 |
| Accounts | 190 |
| Employees | 4 |
| amount percentile | 30th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Finamex Asset Management, LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Finamex Asset Management, LLC's amount: 30th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $114M under management.
What is the NewRiaPulse record for Finamex Asset Management, LLC in Houston, Texas?
Finamex Asset Management, LLC received SEC registration as an investment adviser (2025-12-19) with $113,852,806 in regulatory assets under management, based in Houston, TX.
How does Finamex Asset Management, LLC compare to other Texas NewRiaPulse records?
Its amount of 114 is below the median (30th percentile); smaller records often move faster and face less competition. It is 320 days old; check the official source for later updates before acting.
Finamex Asset Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Finamex Asset Management, LLC | Houston, TX | 114 | 30th | 2025-12-19 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.