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| Keyboard |
| Miramontes Capital LLC
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|---|---|
| CRD # | 264786 |
| SEC # | 801-110012 |
| CIK # | |
| AUM | 396.9 M (2026-05-28) |
| Employees | 15 (53% Investors, 47% Brokers) |
| Phone | 800-460-1595 |
| Address | 4701 Teller Ave Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 633 | 143.7 |
| (b) Individuals (high net worth individuals) | 111 | 253.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,709 | 396.9 |
| By Discretionary | ||
| Discretionary | 551 | 165.6 |
| Non-Discretionary | 1,158 | 231.4 |
| Total | 1,709 | 396.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.9 | |
| Total | 1,709 | 396.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Perennial Advisors Group LLC
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|
MA | 397.4 M |
|
IAMS Wealth Management LLC
✚
|
NE | 397.2 M |
|
Sagebroadview Wealth Management LLC
✚
|
CT | 397.2 M |
|
Alpha Solutions Investment Advisors LLC
✚
|
CA | 397.1 M |
|
Centennial Wealth Advisory LLC
✚
|
MI | 397.1 M |
|
Sutton Place Investors LLC
✚
|
NY | 397.0 M |
|
Goodwin Investment Advisory LLC
✚
|
GA | 397.0 M |
|
New Insight Wealth Advisors
✚
|
CA | 396.9 M |
|
Visionary Horizons LLC
✚
|
TN | 396.7 M |
|
Kirtland Financial Management Inc
✚
|
FL | 396.1 M |