Toro Bravo Investment Advisors, LLC logo

Toro Bravo Investment Advisors, LLC

Updated today

Client assets under management

$31,498,610

Clients

227

2% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

114

Very High

Average account size

$138,760

About

Toro Bravo Investment Advisors, LLC works with individual and high‑net‑worth clients to provide ongoing portfolio management, pension consulting, and financial planning. The firm also arranges third‑party sub‑advisors and currently operates a co‑advisory arrangement with Sound Income Strategies for certain client assets.

Toro Bravo documents client goals and risk tolerance in individualized Investment Policy Statements and generally seeks discretionary authority to implement and monitor portfolios on at least a quarterly basis. Its investment approach draws on charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory analyses and it employs both long‑ and short‑term trading as well as margin and options strategies, including multi‑leg option positions.

The brochure discloses several practices that differentiate the firm from many peers: the principals are licensed insurance agents and the firm uses field marketing organizations to support educational seminars and marketing activities, arrangements it discloses as potential conflicts of interest. It also discloses use of leverage and derivatives in client accounts and acceptance of soft‑dollar research from custodians, while noting it does not charge performance‑based fees or participate in wrap programs.

Client services

Portfolio management Pension consulting Educational seminars or workshops

Expertise

Options & derivatives strategies Annuities

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Fee options

Fixed

Fixed pension consulting plans fees range from $1,000 to $100,000.

Percentage

$0+: 0.50% - 1.50% $0+: 1.50% (Pension Consulting Asset-Based Fee)

Commissions

Commission income received from insurance products sales by licensed insurance agents of the firm.

Main office location

Toro Bravo Investment Advisors, LLC

3418 Olsen Blvd, Suite A

Amarillo TX 79109, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Muhammad S

Series 63, Series 65

Amarillo, TX

Toro Bravo Investment Advisors, LLC

Muhammad Subhani is a financial advisor at Toro Bravo Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, Lp, West Texas Investment Advisors, and Texas Tech University. Outside of his advisory role, he serves as a board member for Get Legit, a charity focused on helping people regain their driver’s licenses. Toro Bravo Investment Advisors, LLC provides portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm manages approximately $32 million across 154 accounts, employing a combination of investment analysis methods and active trading tools, including options and margin, with regular portfolio reviews and the use of third-party sub-advisors when appropriate.

Options & derivatives strategies Annuities
user avatar

Brian M

Series 63, Series 66

Amarillo, TX

Toro Bravo Investment Advisors, LLC

Brian Moon is a financial advisor with Toro Bravo Investment Advisors, LLC in Amarillo, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Crown Capital Securities, SCF Investment Advisors, and SCF Securities. Outside of advising, he chairs the board of a charity organization focused on grant writing and fundraising and produces cooking videos on a YouTube channel. Toro Bravo Investment Advisors, LLC manages approximately $32 million across 154 accounts for individual and high-net-worth clients, offering portfolio management, pension consulting, and financial planning. The firm employs a range of investment analysis methods and active trading strategies, including the use of margin and options, while providing both discretionary and non-discretionary services.

Options & derivatives strategies Annuities
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