Data / Investment advisers / Texas / Banorte Asset Management, Inc.
Banorte Asset Management, Inc., Houston, TX: $661 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Banorte Asset Management, Inc. is an SEC registered investment adviser with its main office in Houston, Texas and reports $661 million in regulatory assets under management in its Form ADV filed May 19, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Banorte Asset Management, Inc. (CRD number 290555): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 290555
- SEC file number
- 801-114865
- SEC status
- Approved, effective March 25, 2019
- Main office
- 5075 Westheimer Suite 975w, Houston, TX 77056
- Phone
- (713) 980-4600
- Regulatory AUM
- $661,189,262 in the Form ADV filed May 19, 2026
- Discretionary AUM
- $516,791,604
- Non discretionary AUM
- $144,397,658
- Accounts
- 869
- Employees
- 40, of which 17 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- May 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $382.5 million |
| Individuals (other than high net worth individuals) | 747 | $184.7 million |
| Corporations or other businesses | 28 | $92.8 million |
| Charitable organizations | 1 | $1.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $661.2 million | March 25, 2026 |
| December 1, 2025 | $336.9 million | June 25, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| E & G Advisors, LLC | Houston | $706.9 million | Not listed | adviserinfo.sec.gov |
| Precedent Wealth Partners, LLC | Houston | $685 million | Not listed | adviserinfo.sec.gov |
| Saxon Financial Group | Houston | $679.1 million | Not listed | adviserinfo.sec.gov |
| Brasada Capital Management, LP | Houston | $679.1 million | 1 | adviserinfo.sec.gov |
| The Goff Financial Group | Houston | $674.4 million | Not listed | adviserinfo.sec.gov |
| Monex Asset Management, Inc. | Houston | $650.9 million | Not listed | adviserinfo.sec.gov |
| Sheridan Production Partners Manager III, LLC | Houston | $650 million | Not listed | adviserinfo.sec.gov |
| Granite Harbor Advisors, Inc. | Houston | $642.1 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Banorte Asset Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.