MONEX ASSET MANAGEMENT, INC.
CRD #148123 SEC #801-120366 HOUSTON, TX 713-877-8234
SEC Registered Disclosures
Total AUM
$556.8M
Discretionary
$440.1M
Employees
20
Clients
0
Accounts
547
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $556.8M | $440.1M | $116.7M | 20 | 0 |
| Mar 2025 | $386.3M | $282.2M | $104.1M | 20 | 0 |
| May 2024 | $200.9M | $116.1M | $84.8M | 20 | 0 |
| May 2024 | $200.9M | $116.1M | $84.8M | 20 | 0 |
| Mar 2024 | $200.9M | $116.1M | $84.8M | 20 | 0 |
| Oct 2023 | $159.7M | $95.7M | $64M | 18 | 0 |
| Oct 2023 | $159.7M | $95.7M | $64M | 18 | 0 |
| Sep 2023 | $159.7M | $95.7M | $64M | 18 | 0 |
| Sep 2023 | $159.7M | $95.7M | $64M | 18 | 0 |
| Aug 2023 | $159.7M | $95.7M | $64M | 18 | 0 |
| Aug 2023 | $159.7M | $95.7M | $64M | 18 | 0 |
| Mar 2023 | $159.7M | $95.7M | $64M | 18 | 0 |
| Oct 2022 | $171.3M | $100.3M | $71M | 15 | 0 |
| May 2022 | $171.3M | $100.3M | $71M | 15 | 0 |
| Apr 2022 | $171.3M | $100.3M | $71M | 15 | 0 |
| Mar 2022 | $171.3M | $100.3M | $71M | 15 | 0 |
| Mar 2021 | $126.4M | $68.4M | $58M | 13 | 0 |
| Jan 2021 | $123M | $66M | $57M | 13 | 0 |
| Jul 2012 | $44.2M | $29.8M | $14.3M | 6 | 11 |
| May 2012 | $44.2M | $29.8M | $14.3M | 6 | 11 |
| Mar 2012 | $44.2M | $29.8M | $14.3M | 6 | 11 |
| Apr 2011 | $50M | $34.7M | $15.4M | 10 | -- |
| Jan 2010 | $40.4M | $40.4M | $0 | 10 | -- |
| Jun 2009 | $40.4M | $40.4M | $0 | 10 | -- |
| Apr 2009 | $40.4M | $40.4M | $0 | 10 | -- |
| Mar 2009 | $0 | $0 | $0 | 10 | -- |
DateDec 2025
Total AUM$556.8M
Discretionary$440.1M
Non-Disc.$116.7M
Employees20
Clients0
DateMar 2025
Total AUM$386.3M
Discretionary$282.2M
Non-Disc.$104.1M
Employees20
Clients0
DateMay 2024
Total AUM$200.9M
Discretionary$116.1M
Non-Disc.$84.8M
Employees20
Clients0
DateMay 2024
Total AUM$200.9M
Discretionary$116.1M
Non-Disc.$84.8M
Employees20
Clients0
DateMar 2024
Total AUM$200.9M
Discretionary$116.1M
Non-Disc.$84.8M
Employees20
Clients0
DateOct 2023
Total AUM$159.7M
Discretionary$95.7M
Non-Disc.$64M
Employees18
Clients0
DateOct 2023
Total AUM$159.7M
Discretionary$95.7M
Non-Disc.$64M
Employees18
Clients0
DateSep 2023
Total AUM$159.7M
Discretionary$95.7M
Non-Disc.$64M
Employees18
Clients0
DateSep 2023
Total AUM$159.7M
Discretionary$95.7M
Non-Disc.$64M
Employees18
Clients0
DateAug 2023
Total AUM$159.7M
Discretionary$95.7M
Non-Disc.$64M
Employees18
Clients0
DateAug 2023
Total AUM$159.7M
Discretionary$95.7M
Non-Disc.$64M
Employees18
Clients0
DateMar 2023
Total AUM$159.7M
Discretionary$95.7M
Non-Disc.$64M
Employees18
Clients0
DateOct 2022
Total AUM$171.3M
Discretionary$100.3M
Non-Disc.$71M
Employees15
Clients0
DateMay 2022
Total AUM$171.3M
Discretionary$100.3M
Non-Disc.$71M
Employees15
Clients0
DateApr 2022
Total AUM$171.3M
Discretionary$100.3M
Non-Disc.$71M
Employees15
Clients0
DateMar 2022
Total AUM$171.3M
Discretionary$100.3M
Non-Disc.$71M
Employees15
Clients0
DateMar 2021
Total AUM$126.4M
Discretionary$68.4M
Non-Disc.$58M
Employees13
Clients0
DateJan 2021
Total AUM$123M
Discretionary$66M
Non-Disc.$57M
Employees13
Clients0
DateJul 2012
Total AUM$44.2M
Discretionary$29.8M
Non-Disc.$14.3M
Employees6
Clients11
DateMay 2012
Total AUM$44.2M
Discretionary$29.8M
Non-Disc.$14.3M
Employees6
Clients11
DateMar 2012
Total AUM$44.2M
Discretionary$29.8M
Non-Disc.$14.3M
Employees6
Clients11
DateApr 2011
Total AUM$50M
Discretionary$34.7M
Non-Disc.$15.4M
Employees10
Clients--
DateJan 2010
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--