S
Salinas Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$399,215
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$57,031
About
Salinas Asset Management, LLC is an independent investment adviser that provides portfolio management and financial advisory services to individual and high-net-worth clients. The firm manages a small pool of client accounts and reports roughly $399,000 in discretionary assets under management, offering both discretionary and non‑discretionary account management.
The firm’s investment process blends technical, fundamental, quantitative and qualitative analysis and applies asset-allocation theory, dollar-cost averaging and a barbell strategy, supported by a formal rebalancing policy. It offers four model objectives — Income, Growth, Income with Growth, and an “Adverse Growth” model — the latter incorporating short-term trading, options strategies (covered calls, cash‑secured puts), margin and hedging techniques alongside a permanent portfolio allocation.
What is noteworthy relative to many peers is the combination of a very small client base and access to a wide range of higher‑risk instruments and strategies (including penny stocks, non‑investment grade bonds, short sales, options and stock lending). The firm also directs clients to a specific custodian/broker-dealer for execution and custody, and the principal maintains an unrelated tutoring business for financial adviser exam candidates.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Active portfolio management
Fee options
$25,000 - $500,000: 2% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1% $4,000,001+: 0.75%
Account minimum: $25,000 Minimum fee: $500 minimum annual fee
Main office location
Salinas Asset Management, LLC
314 South East Road
Texas City TX 77591, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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