Wealth manager, bank-affiliated · Houston, TX
Binvesting
Banorte Ventures LTD. · SEC-registered investment adviser · CRD 335283 · SEC 801-132769
At a glance
Binvesting is an SEC-registered investment adviser based in Houston, Texas, with $52,430 in regulatory assets under management as of its Form ADV filed May 18, 2026. Its largest client group by assets is individuals, and it reports 6 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 8,879th of 8,915 wealth managers and 16,509th of 17,210 SEC-registered advisers by assets.
Main office 713-980-4690binvesting.usLinkedInAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among wealth managers
- #8,879 of 8,915
- Rank among all SEC RIAs
- #16,509 of 17,210
- Rank in Texas
- #1,050 of 1,081
- Individual clients
- 6
- High-net-worth clients
- 0
- Accounts
- 6
- Discretionary
- 100% of AUM
- Employees
- 26
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Juan F. ValdiviesoChief Compliance Officer
- Jose R. RodriguezChief Executive Officer
- Nephtali GomezDirector of IT and Chief Operating Officer
- Ivan D. Urriago FigueroaChief AML Officer
- Jorge A. FigueroaOperations Director
- Miguel A. Castellanos HernandezDirector of Human Resources
- Julio R. HernandezChief Financial Officer
- Mayela OrrantiaDirector of Compliance
- Joaquin Sanchez HernandezChief Investment Officer
- Federico A. Huerta RiveraDirector of Quality Control
Custody and brokerage
Broker-dealer
Hybrid RIA
Binvesting is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Banorte Securities International LTD and Casa De Bolsa Banorte, S.A. De C.V..
- Banorte Securities International LTD ↗CRD 30648
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Casa De Bolsa Banorte, S.A. De C.V.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 6 | $0M | 100% |
Disciplinary disclosures
Binvesting answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗binvesting.us ↗
AtlasMembers
The full record on Binvesting
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 25 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Binvesting manage?
Binvesting reports $52,430 in regulatory assets under management across 6 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 18, 2026.
What kind of firm is Binvesting?
Binvesting is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are Binvesting’s clients?
By assets, its largest client types are individuals ($52,430, 6 clients).
Does Binvesting have any disciplinary history?
Binvesting answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Binvesting’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →