Mirador Capital Partners, Lp
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 662
- Avg AUM / client
- $1.5M
- Accounts
- 2,249
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 412 | $113M | 11.2% |
| High net worth individuals | 235 | $841M | 83.4% |
| Pension and profit sharing plans | Fewer than 5 | $28.9M | 2.86% |
| Charitable organizations | 8 | $9.3M | 0.92% |
| Corporations and other businesses | 7 | $16.6M | 1.65% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Don Corbin Garman | Limited Partner & Chief Compliance Officer | CFP | Jun 2013 (13y) | 75% or more |
| Daniel Buntin Murray | Limited Partner | Jul 2013 (13y) | Less than 5% | |
| Carol Ann Wikle | Limited Partner | CFP | Jan 2015 (12y) | Less than 5% |
| Audrey Denise Glafkides | Chief Operating Officer | CFP | Jan 2015 (12y) | Less than 5% |
| Joseph Decastro Garcia | Registered representative | Apr 2019 (7y) | ||
| Mark Charles Swoboda | Registered representative | Sep 2023 (3y) | ||
| Jackson Vickers | Registered representative | Sep 2023 (3y) | ||
| Christopher John Robert Connolly | Registered representative | Jan 2025 (2y) | ||
| Asha Marie Culhane Husain | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mirador General Partner, Inc. | General Partner | Jul 2013 | A | Less than 5% |
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) | 06/19/2026 | 1020 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $997M (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗