MUNDOVAL CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2004

Total AUM

$91.9M

Discretionary

$91.9M

100% of AUM

Avg account

$786K

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: LA JOLLA, California
CRD number: 132553
Registered since: August 30, 2004
Custodians: CHARLES SCHWAB & CO., INC., THE HUNTINGTON INVESTMENT COMPANY, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI51.56%
Investment Companies30.46%
Individuals9.03%
Charitable Organizations4.87%
Insurance Companies4.08%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Mundoval Capital Management, Inc. is a small, SEC-registered investment adviser organized as a corporation and operating since 2004. The firm serves both high-net-worth individuals and families as well as institutional clients, providing discretionary portfolio management across private clients, investment companies and business or institutional accounts. Its fee mix combines a percentage of assets under management with fixed fees, and the firm does not position itself as an active ESG investor. Investment activity skews toward liquid public markets with a clear emphasis on exchange-traded equities as the primary building block in client portfolios. The firm also incorporates mutual funds for broad exposure and uses third-party managers to access real estate as an alternative allocation. Advisory services include pension consulting, indicating capability to build multi-segment portfolios for institutional or plan sponsors alongside private client strategies.