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BINVESTING

HOUSTON, TX · CRD 335283 · IAPD ↗ · binvesting.us · 713-980-4690

$52,430Regulatory AUM
4Advisory reps
26Employees
0Clients
n/aPlanning clients
0Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
December 2025 — BINVESTING grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
June 2025 — BINVESTING (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.