TORO BRAVO INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
$31.5M
Discretionary
$31.5M
100% of AUM
Avg account
$118K
Accounts
266
Employees
5
Advisory reps
3

Firm details

Headquarters
Amarillo, Texas
CRD number
288435
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals81.06%
  • HNWI18.94%
Services
Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Toro Bravo Investment Advisors, LLC is a small, individual-owned registered advisory that focuses on portfolio management for individuals and small businesses. The firm runs a straightforward fee structure that blends percentage-of-AUM billing with fixed-fee engagements and also offers pension consulting and educational seminars. Investment activity centers on public equities—both individual stocks and exchange-traded funds—while using third-party managers for alternative allocations. The firm is not positioned as a multi-state or institutional capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 28%, Private Funds 8%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 5%, Investment Grade Corp Bonds 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds28%
  • Private Funds8%
  • Cash & Cash Equivalents8%
  • Non-Investment Grade Corp Bonds5%

Contacts

3 of 3
  • ALEX FIERRO

    Research AnalystCRD 8215093

  • BRIAN MOON

    Wealth ManagerCRD 4232771

  • MUHAMMAD SUBHANI

    Founder and Wealth ManagerCRD 6690439

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Amarillo, TX

RANDALL

Location

Amarillo, TX

Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.

Metro area
Amarillo-Pampa-Borger, TX
Region
South
County
RANDALL
Address
3418 Olsen Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth