MS
MS

Muhammad Subhani

8 Years of Experience
Amarillo, TX
Sells Insurance

Muhammad Subhani is a registered investment advisor at Toro Bravo Investment Advisors, LLC, based in Amarillo, TX, with 8 years of industry experience. Muhammad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 154 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
154 clients
Average Client Portfolio
$207K average
Assets Under Management
$31.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3418 Olsen Blvd, Suite A, Amarillo, TX, 79109

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Muhammad is a managing partner for Toro Bravo Investment Advisors, LLC, dedicating nearly full-time to providing financial and retirement planning and strategic investment advice. He also spends a few hours per week with Toro Bravo Insurance LLC, planning and providing insurance for customers, and is a board member for Get Legit Charity and United Way of Amarillo.

Employment History
Current Registrations
Toro Bravo Investment Advisors, LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Crown Capital Securities, L.P.
May 2019 - December 2023 · 4 yrs 7 mos
Crown Capital Securities, L.P.Broker
March 2018 - December 2023 · 5 yrs 9 mos
Scf Investment Advisors, INC.
January 2017 - January 2017 · 0 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.