Fee-only adviser · Amarillo, TX
Toro Bravo Investment Advisors, LLC
Toro Bravo Investment Advisors, LLC is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Amarillo, Texas. On its latest Form ADV, filed October 26, 2026, it reports $31M in regulatory assets under management, 227 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 288435 |
| Office | 3418 Olsen Blvd Suite a Amarillo, TX 79109 |
| Phone | (806) 359-7766 |
| Website | www.torobravoadvisors.com |
| Regulatory assets under management | $31M |
| Individual clients | 223 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Pension consulting, Educational seminars |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Amarillo
- Money Methods, Inc. Not reported
- Adams Wealth Management $14M
- Spring Capital Management $223M
- Ask Capital Investment Managers $110M
- Double Seven Wealth Group, LLC $9.3M
- Kitsman Investment Management $11M
See all 7 fee-only advisers in Amarillo →
Nearby
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