Raymundo Cobo Avila
Investment Adviser Representative at GBM Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Raymundo Cobo Avila is an investment adviser representative with GBM Wealth Management, Inc. in Houston, TX, where they have been registered since 2016. They have worked in the securities industry since 2012 and were previously registered with GBM International, Inc. They have passed 10 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California, Florida, Michigan, and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida, Michigan, Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- GBM International, Inc.Jun 2012 – Jun 2022Houston, TX
- Gbmsa Holdings, Inc.Oct 2015 – Apr 2019Houston, TX
- Portfolio Investments, Inc.Oct 2016 – Jan 2022Houston, TX
- GBM Wealth Management, Inc.Aug 2016 – Dec 2016Houston, TX
- GBM Wealth Management, Inc.Dec 2016 – Jan 2022Houston, TX
- GBM Wealth Management, Inc.Jan 2022 – Jun 2022Houston, TX
- GBM Wealth Management, Inc.Jun 2022 – Dec 2023Houston, TX
- GBM International, Inc.Jan 2024 – no end date reportedHouston, TX
- GBM Wealth Management, Inc.Jan 2024 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About GBM Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $250,000 (waivable)
- Less than $50,000 (Xendia sub-advised)1.65%
- $50,001 to $100,000 (Xendia sub-advised)1.40%
- $100,001 to $200,000 (Xendia sub-advised)1.20%
- More than $200,001 (Xendia sub-advised)1.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Houston, TX
- SEC file number:
- 801-129803
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 3, 2026
View full firm profileOther advisors at GBM Wealth Management, Inc.
9 other advisors in the directory
Similar advisors in Houston, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Raymundo Cobo Avila has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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