TORO BRAVO INVESTMENT ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds28%
- Private Funds8%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds5%
Contacts
3 of 3ALEX FIERRO
Research AnalystCRD 8215093
BRIAN MOON
Wealth ManagerCRD 4232771
MUHAMMAD SUBHANI
Founder and Wealth ManagerCRD 6690439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
HOYL WEALTH MANAGEMENT, LLC
RIAAmarillo, TX
KENAI INVESTMENTS, INC.
RIAAmarillo, TX
ADAMS WEALTH MANAGEMENT
RIAAmarillo, TX
KITSMAN INVESTMENT MANAGEMENT
RIAAmarillo, TX
ASK CAPITAL INVESTMENT MANAGERS
RIAAmarillo, TX
DOUBLE SEVEN WEALTH GROUP, LLC
RIAAmarillo, TX