Mundoval Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated February 9, 2026, reports $92M in regulatory assets under management, 3 employees, and 117 accounts.
Assets Under Management
$92M
Employees
3
Offices
--
Total Clients
67
Primary office
LA JOLLA, CA
7855 IVANHOE AVENUE SUITE 210, LA JOLLA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
36
2
HNWI
41.8%
28
3
Investment Cos.
1.5%
1
4
Charitable
1.5%
1
5
Insurance Cos.
1.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$92Mas of February 9, 2026
Discretionary100.0%
$92M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$92M
Total Accounts117
10Y AUM Change+$46M (+101.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.