Toro Bravo Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed pension consulting plans fees range from $1,000 to $100,000.
$0+: 0.50% - 1.50% $0+: 1.50% (Pension Consulting Asset-Based Fee)
Commission income received from insurance products sales by licensed insurance agents of the firm.
Main office
3418 Olsen Blvd, Suite A
Amarillo TX 79109
Advisors at this office
3
Most active in
Texas
Also doing business as
Toro Bravo · Toro Bravo Investment Advisors, LLC · Toro Bravo Investment Avisors, LLC
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
Quick links
Advisors at this firm
Alex F
Series 65
Amarillo, TX
Toro Bravo Investment Advisors, LLC
Alex Fierro is a financial advisor at Toro Bravo Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Toro Bravo, Fierro held positions at Elite Logistics, the Worldwide Organization of Jehovah's Witnesses, and Walmart. Toro Bravo Investment Advisors serves individual and high-net-worth clients by providing portfolio management, pension consulting, and financial planning. The firm uses a variety of analytical approaches and employs both long- and short-term trading strategies, including leverage and options, while maintaining individualized investment policy statements and discretionary portfolio management.
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.
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.
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