Todo Capital, Llc
- Regulatory AUM
- $144M
- Discretionary
- $126M
- Clients
- 30
- Avg AUM / client
- $4.8M
- Accounts
- 48
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 30 | $144M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Madariaga, Jaime | Chief Compliance Officer | May 2013 (13y) | Less than 5% | |
| Francisco Javier Madariaga | Managing Member | Apr 2015 (11y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 05/06/2026 | 1.02 MB | 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
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF CASH FLOW GENERATED
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Banco Santander $37.6M (26% of AUM) May 2026
- UBS $34.3M (24% of AUM) May 2026
- Jefferies Llc $29.4M (15% of AUM) Mar 2023
- Wells Fargo $25.8M (13% of AUM) Mar 2021
- Credit Suisse Ag $25.3M (20% of AUM) Feb 2025
- Bankinter $16.7M (13% of AUM) Feb 2025
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: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗