Myecfo, Llc
- Regulatory AUM
- $263M
- Discretionary
- $263M
- Clients
- 187
- Avg AUM / client
- $1.4M
- Accounts
- 187
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Investments (13F portfolio — 66 positions, $239,000,196)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | US BRD MKT ETF | $64,193,818 | 2,557,723 | 26.9% | 24.4% |
| 2 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $29,167,578 | 455,174 | 12.2% | 11.1% |
| 3 | Ishares Tr | CALIF MUN BD ETF | $14,928,154 | 262,542 | 6.25% | 5.67% |
| 4 | Schwab Strategic Tr | INTL EQTY ETF | $14,549,457 | 587,857 | 6.09% | 5.52% |
| 5 | Schwab Strategic Tr | US AGGREGATE B | $12,229,661 | 526,687 | 5.12% | 4.64% |
| 6 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $9,070,392 | 167,815 | 3.8% | 3.44% |
| 7 | Pimco Etf Tr | INV GRD CRP BD | $8,011,749 | 82,766 | 3.35% | 3.04% |
| 8 | Vanguard Intl Equity Index F | TT WRLD ST ETF | $7,515,617 | 54,335 | 3.14% | 2.85% |
| 9 | Ishares Tr | NEW YORK MUN ETF | $6,349,434 | 119,530 | 2.66% | 2.41% |
| 10 | Schwab Strategic Tr | INT-TRM U.S TRES | $5,920,569 | 237,678 | 2.48% | 2.25% |
| 11 | Schwab Strategic Tr | MUN BD ETF | $4,489,066 | 176,180 | 1.88% | 1.7% |
| 12 | Alphabet Inc | CAP STK CL A | $4,268,635 | 14,809 | 1.79% | 1.62% |
| 13 | Abrdn Silver Etf Trust | PHYSCL SILVR SHS | $3,684,836 | 51,457 | 1.54% | 1.4% |
| 14 | Schwab Strategic Tr | EMRG MKTEQ ETF | $3,581,687 | 108,701 | 1.5% | 1.36% |
| 15 | Alphabet Inc | CAP STK CL C | $2,974,860 | 10,370 | 1.24% | 1.13% |
| 16 | Schwab Strategic Tr | US DIVIDEND EQ | $2,923,571 | 95,292 | 1.22% | 1.11% |
| 17 | Vanguard Index Fds | S&P 500 ETF SHS | $2,760,681 | 4,620 | 1.16% | 1.05% |
| 18 | Vanguard Index Fds | TOTAL STK MKT | $2,616,458 | 8,156 | 1.09% | 0.99% |
| 19 | Amazon Com Inc | COM | $2,572,831 | 12,353 | 1.08% | 0.98% |
| 20 | Vanguard Intl Equity Index F | ALLWRLD EX US | $2,440,375 | 32,495 | 1.02% | 0.93% |
| 21 | Schwab Strategic Tr | US LCAP VA ETF | $2,285,670 | 74,940 | 0.96% | 0.87% |
| 22 | Ishares Tr | GNMA BOND ETF | $2,213,218 | 49,926 | 0.93% | 0.84% |
| 23 | World Gold Tr | SPDR GLD MINIS | $2,197,958 | 23,713 | 0.92% | 0.83% |
| 24 | Apple Inc | COM | $2,167,635 | 8,497 | 0.91% | 0.82% |
| 25 | Ishares Tr | RUS 1000 VAL ETF | $1,755,299 | 8,215 | 0.73% | 0.67% |
Top 25 of 66 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 152 | $45.0M | 17.1% |
| High net worth individuals | 31 | $218M | 82.6% |
| Charitable organizations | 4 | $749K | 0.28% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin Raul Curiel | Managing Member Chief Compliance Officer | CFA | Feb 2013 (14y) | 50% – 75% |
| Michael Robert Munson | Managing Member Chief Investment Officer | CFA | Feb 2013 (14y) | 50% – 75% |
| Yuliana Mendez | Registered representative | Jan 2020 (7y) | ||
| Jamie Chi Edwards | Registered representative | Aug 2020 (6y) | ||
| Roger G. Chen | Registered representative | CFA | Mar 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • TAX & BUSINESS CONSULTING SERVICES, BOOKKEEPING SVCS, PAYROLL
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $186M (71% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗