RIA Intel›Advisers›Texas›MONEX ASSET MANAGEMENT, INC.

MONEX ASSET MANAGEMENT, INC.

Advisory

N·HOUSTON, TX

Data as of May 28, 2026 · Source: SEC Form ADV

Total AUM
$651M
1-Year AUM Growth
+25.8%
3-Year CAGR
+15.9%
Employees
17
Assets Under Management
Total AUM$651M
Discretionary AUM$530M
Non-Discretionary AUM$121M
Discretionary %81.4%
Total Clients548
Team
Total Employees17
Investment Advisers20
Employee Growth (1Y)-6.7%
Filing History
Total Filings on Record33
First FilingAug 12, 2008
Latest FilingMay 28, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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