{
  "crd_number": 335283,
  "slug": "binvesting-houston-tx-335283",
  "primary_business_name": "BINVESTING",
  "legal_name": "BANORTE VENTURES LTD.",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-05-13",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-18",
  "carried_forward": false,
  "raum_total": 52430.0,
  "raum_discretionary": 52430.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 26,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 52430.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://binvesting.us",
    "https://linkedin.com/company/binvesting-us"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335283",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "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?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "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?"
    }
  ],
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/binvesting-houston-tx-335283",
  "display_name": "Binvesting",
  "summary": "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.",
  "citation": "AdvisorCensus. Binvesting (CRD 335283): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Binvesting compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Binvesting reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Binvesting's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Binvesting located?",
      "a": "Binvesting's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Binvesting registered with the SEC or a state?",
      "a": "Binvesting is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335283."
    },
    {
      "q": "How much does Binvesting manage?",
      "a": "Binvesting reports $52,430 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Binvesting's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Binvesting serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6)."
    },
    {
      "q": "Which custodians does Binvesting use?",
      "a": "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."
    },
    {
      "q": "Does Binvesting report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Binvesting state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Binvesting's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 7,
      "filing_date": "2025-04-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 52430.0,
      "total_employees": 26,
      "filing_date": "2026-05-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $52,430.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 2 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [
      {
        "band": "Up to $100,000",
        "rate": "1.85%"
      },
      {
        "band": "$100,001 to $200,000",
        "rate": "1.75%"
      },
      {
        "band": "$200,001 to $300,000",
        "rate": "1.5%"
      },
      {
        "band": "$300,001 to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "Above $1,000,000",
        "rate": "1%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/binvesting-houston-tx-335283.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 52430.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335283",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}