Salinas Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Texas City TX
Advisors at this office
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
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
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