Monex Asset Management, Inc.
● SEC registered since 2021CRD 148123SEC# 801-120366Houston, TX
Reg. AUM
$650.9M
Employees
20
Accounts
600
Location
Houston, TX
Monex Asset Management, Inc. assets under management
Monex Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2021. It reports $650.9 million in regulatory assets under management and employs 20 people.
Monex Asset Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cesar Ivan III Cazares Cuevas Control | Chief Compliance Officer & Aml Officer | Under 5% | 2025 |
| Monex Casa de Bolsa, S.A. de C.v. Control | Shareholder | Over 75% | 2008 |
| Ruben Dario Contreras Control | President, Ceo And Cfo | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Monex Asset Management, Inc. manage?
Monex Asset Management, Inc. reports $650.9 million in regulatory assets under management on its Form ADV.
How many employees does Monex Asset Management, Inc. have?
Monex Asset Management, Inc. reports 20 employees.
Where is Monex Asset Management, Inc. located?
Monex Asset Management, Inc. is based in Houston, TX and has been SEC-registered since 2021.
Does Monex Asset Management, Inc. disclose fund performance?
Monex Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 440 Louisiana Street, Suite 1240, Houston, TX 77002 |
| Phone | 713-877-8234 |
| Fax | 713-877-8381 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$650.9M▲ 68%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$650.9Mregulatory AUM
Discretionary $529.5MNon-discretionary $121.4M