AdvisorCensus / Financial advisors / Texas / Houston / Binvesting
Binvesting is an SEC-registered investment advisory firm in Houston, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.
Quick answers
From the filingHow is Binvesting compensated?
On its Form ADV (Item 5.E, October 2026), Binvesting reports these compensation arrangements: a percentage of assets under its management.
What does Binvesting's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Up to $100,000: 1.85% a year; $100,001 to $200,000: 1.75% a year; $200,001 to $300,000: 1.5% a year; $300,001 to $1,000,000: 1.25% a year; Above $1,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Binvesting located?
Binvesting's principal office is in Houston, TX, according to its Form ADV.
Is Binvesting registered with the SEC or a state?
Binvesting is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335283.
How much does Binvesting manage?
Binvesting reports $52,430 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).
How have Binvesting's assets and staff changed since 2025?
In the Form ADV data for Binvesting: Regulatory assets under management: $0 in the October 2025 data and $52,430 in the October 2026 data. Total employees: 7 in October 2025 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Binvesting serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).
Which custodians does Binvesting use?
Binvesting's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Binvesting report any disciplinary disclosures?
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335283
Does Binvesting state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "To establish and maintain an advisory account, the Client must deposit a minimum of $25,000 within ninety (90) calendar days of signing this Agreement."
What changed in Binvesting's recent Form ADV filings?
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $100,000 | 1.85% |
| $100,001 to $200,000 | 1.75% |
| $200,001 to $300,000 | 1.5% |
| $300,001 to $1,000,000 | 1.25% |
| Above $1,000,000 | 1% |
The brochure's wording
The annual fee schedule, based on a graded tier system, is as follows: • $0 to $100,000 = 1.85% per year • $100,001 to $200,000 = 1.75% per year • $200,001 to $300,000 = 1.50% per year • $300,001 to $1 million = 1.25% per year • $1 million and higher = 1% per year
Account minimum: $25,000
The brochure's wording
To establish and maintain an advisory account, the Client must deposit a minimum of $25,000 within ninety (90) calendar days of signing this Agreement.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$52,430 as of October 2026, filing dated May 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Banorte Ventures Ltd.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 26. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 113 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $52,430 | 26 | May 18, 2026 |
| October 2025 | $0 | 7 | April 23, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $52,430 in the October 2026 data.
Total employees: 7 in October 2025 and 26 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $0 to $52,430.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Employees performing advisory functions went from 2 to 4.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Binvesting (CRD 335283): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/binvesting-houston-tx-335283