RIA Intelligence

T.O.S. ADVISORS, LLC

CRD #165004 SEC #801-77313 HOUSTON, TX 713-376-3202
SEC Registered
Total AUM
$272.3M
Discretionary
$83.4M
Employees
3
Clients
1
Accounts
356

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
NAZARIO, RICARDO, LUISIMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICERE Control
DINUNZIO, RAYMONDIPARTNERC Control
DINUNZIO, RAYMONDIPARTNERC Control
DINUNZIO, RAYMONDIPARTNERC Control
DINUNZIO, RAYMONDIPARTNERC Control
DINUNZIO, RAYMONDIPARTNERC Control
DINUNZIO, RAYMONDIPARTNERC Control
DINUNZIO, RAYMONDIPARTNERC Control
NAZARIO, RICARDO, LUISIPARTNER/CHIEF COMPLIANCE OFFICERC Control
NAZARIO, RICARDO, LUISIPARTNER/CHIEF COMPLIANCE OFFICERC Control
NAZARIO, RICARDO, LUISIPARTNER/CHIEF COMPLIANCE OFFICERC Control
NAZARIO, RICARDO, LUISIPARTNER/CHIEF COMPLIANCE OFFICERC Control
NAZARIO, RICARDO, LUISIPARTNER/CHIEF COMPLIANCE OFFICERC Control
NAZARIO, RICARDO, LUISIPARTNER/CHIEF COMPLIANCE OFFICERC Control
NAZARIO, RICARDO, LUISIPARTNER/CHIEF COMPLIANCE OFFICERC Control
CONWAY, JEFFREY, JOSEPHIPARTNERB Control
CONWAY, JEFFREY, JOSEPHIPARTNERB Control
CONWAY, JEFFREY, JOSEPHIPARTNERB Control
CONWAY, JEFFREY, JOSEPHIPARTNERB Control
CONWAY, JEFFREY, JOSEPHIPARTNERB Control
CONWAY, JEFFREY, JOSEPHIPARTNERB Control
NAZARIO, ALEJANDRO, ROBERTOIPARTNERB Control
NAZARIO, ALEJANDRO, ROBERTOIPARTNERB Control
NAZARIO, ALEJANDRO, ROBERTOIPARTNERB Control
NAZARIO, ALEJANDRO, ROBERTOIPARTNERB Control
NAZARIO, ALEJANDRO, ROBERTOIPARTNERB Control
NAZARIO, ALEJANDRO, ROBERTOIPARTNERB Control
NAZARIO, ALEJANDRO, ROBERTOIPARTNERB Control

Registrations

Federal

IA
Mar 31, 2023 REGISTERED

Notice Filings (3)

CA CO TX

Address

10000 MEMORIAL DR.
SUITE 100P
HOUSTON, TX 77024
United States
Phone: 713-376-3202