Finamex Asset Management, Llc
- Regulatory AUM
- $114M
- Discretionary
- $51.2M
- Clients
- 190
- Avg AUM / client
- $599K
- Accounts
- 190
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 140 | $41.4M | 36.4% |
| High net worth individuals | 34 | $66.0M | 58.0% |
| Corporations and other businesses | 16 | $6.4M | 5.61% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Johnson, Kristy, Kay | Chief Financial Officer | Mar 2019 (7y) | Less than 5% | |
| Ramos Landero, Jorge, Martin | Ceo, Cco And Coo | Mar 2019 (7y) | Less than 5% | |
| Laura Munoz Alarcon | Registered representative | Jan 2026 (1y) | ||
| Mariana Martinez Cabral Torres | Registered representative | Jan 2026 (1y) | ||
| Mauricio Grajales Tarin | Registered representative | Jan 2026 (1y) | ||
| Pablo Andres Carrillo | Registered representative | Jan 2026 (1y) | ||
| Luis Felipe Suarez Perez | Registered representative | Apr 2026 (0y) | ||
| Santiago A Fernandez Ramos | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Finamex Usa, Llc | Sole Member | Mar 2019 | A | 75% or more |
| Casa De Bolsa Finamex S.A.B. De C.V. | Sole Member | Mar 2019 | B | GP / trustee / elected manager of Finamex Usa, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗