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 RIA organized as an LLC that acts as a capital allocator for individuals and families. The firm is registered with the SEC (registered in 2017) and offers financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Its client billing mixes asset-based fees, hourly charges, and fixed fees. Miramontes maintains industry ties with broker-dealers, accounting firms, and insurance companies. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.

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%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 91

Active vs passive

$213M in ETFs

Passive

91%

$194M

Active

8%

$19M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$30.1M39,30814.11%
Unlock additional holdings →

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

Similar firms

Revitate Fund Advisor LLC

RIA

Newport Beach, CA

AUM $399MTEAM 15REPS 5

Clearlight Partners Management, LLC

RIA

Newport Beach, CA

AUM $390MTEAM 10REPS 3

Flatrock Wealth Partners LLC

RIA

Newport Beach, CA

AUM $418MTEAM 4REPS 3

Yosemite Capital Management

RIA

Newport Beach, CA

AUM $369MTEAM 8REPS 7

Engaged Capital

RIA

Newport Beach, CA

AUM $432MTEAM 11REPS 7

Pavion Blue Capital, LLC

RIA

Newport Beach, CA

AUM $444MTEAM 4REPS 2
More RIAs in Newport Beach →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth