MIRAMONTES CAPITAL, LLC

RIASEC RegisteredEst. 2017

Total AUM

$397M

Discretionary

$166M

42% of AUM

Avg account

$232K

Accounts

1,709

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 264786
Registered since: March 2, 2017
Website: miramontescapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.81%
Individuals36.19%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Miramontes Capital, LLC is a privately held investment advisory organized as an LLC and registered with the SEC in 2017. The firm acts as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee model is mixed: percentage-of-assets-under-management plus options for hourly and fixed-fee engagements. Miramontes is not positioned as an ESG investor and is not identified as a multi-state adviser; ownership is listed as individual. The firm maintains industry affiliations with broker-dealers, accounting firms, and insurance companies, which supports its role in integrating product access and planning services. Miramontes Capital received recognition from FA Magazine in 2020 as a Top RIA Firm.