Antonio Montero
Taursas Investments · Houston, Texas
Antonio Montero is a fee-only financial advisor at Taursas Investments in Houston, Texas. Antonio charges a percentage of assets.
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Facts
| Firm | Taursas Investments |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets |
| Assets under management | $38.2M across 203 accounts |
| SEC registration | Investment adviser representative in CA, IL, TX, WI · CRD 7378875 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | taursas.com |
| Profile |
How Antonio's firm compares
- Taursas Investments's average account is about $188,000, from its Form ADV (assets managed divided by 203 accounts).
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Questions about Antonio
Is Antonio Montero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Antonio holds no broker registration, and Taursas Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Antonio charge for financial advice?
Antonio charges a percentage of assets.
Where is Antonio Montero based?
Antonio Montero is based in Houston, Texas.
Is Antonio Montero registered with the SEC?
Yes. Antonio Montero is registered as an investment adviser representative in CA, IL, TX and WI (CRD 7378875), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taursas Investments manage?
Taursas Investments reports $38.2M across 203 accounts in assets under management.
How do I contact Antonio Montero?
Through Antonio's website, taursas.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Taursas Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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