MONEX ASSET MANAGEMENT, INC.
C25
CRD 148123·SEC 801-120366·HOUSTON, TX
AUM
$650.9M
$500M-$1B
Est. Revenue
$6.5M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $126.4M
'23 · $171.3M
'25 · $386.3M
'26 · $650.9M
'22'26
$126.4M → $650.9M▲ +415%
Client mix
| Individuals High Net Worth | 351 |
| Individuals Other | 155 |
| Corporations | 79 |
| Investment Companies | 14 |
Operations
Advisory staff (5-yr trend)
'22 · 12 advisors
'23 · 12 advisors
'25 · 14 advisors
'26 · 17 advisors
'22'26
12 advisors → 17 advisors▲ +42%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.