NEWPORT BEACH, CACRD 264786Latest ADV February 27, 2026
Miramontes Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated February 27, 2026, reports $397M in regulatory assets under management, 15 employees, and 1,709 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
633
2
HNWI
14.9%
111
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of February 27, 2026
Discretionary41.7%
$166M
42% of total RAUM41.7%
Non-discretionary58.3%
$231M
58% of total RAUM58.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$397M
Total Accounts1,709
10Y AUM Change+$297M (+296.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee50:1
10Y Employee Change+1 (+7.1%)
* 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.