Miramontes Capital, LLC

RIASEC Registered
Total AUM
$397M
Discretionary
$166M
42% of AUM
Avg account
$232K
Accounts
1,709
Employees
15
Advisory reps
12

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 an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm positions itself as a capital allocator serving individuals and families, combining financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its billing options include a percentage of assets under management plus hourly and fixed‑fee arrangements. Miramontes maintains industry relationships with broker‑dealers, accountants, and insurance companies and was named to FA Magazine’s Top RIA Firms list in 2020. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 13%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds13%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Contacts

3 of 12
  • Ariana Miramontes

    Ariana Miramontes

    Wealth AdvisorCRD 6142259

  • Michael Remington

    Michael Remington

    Vice PresidentCRD 5593001

  • Martin Lombrano

    Martin Lombrano

    Registered RepresentativeCRD 2216040

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 88

Active vs passive

$212M in ETFs

Passive

92%

$195M

Active

8%

$16.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$30.6M40,91014.48%
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Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
4701 Teller Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth