Miramontes Capital, Llc
- Regulatory AUM
- $397M
- Discretionary
- $166M
- Clients
- 744
- Avg AUM / client
- $534K
- Accounts
- 1,709
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 633 | $144M | 36.2% |
| High net worth individuals | 111 | $253M | 63.8% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Isidro Z Miramontes | Member And Chief Compliance Officer | Jul 2015 (11y) | 50% – 75% | |
| Mangum, Ariana, Anais | Member | Aug 2016 (10y) | 50% – 75% | |
| Michael Lee Remington | Registered representative | Aug 2019 (7y) | ||
| David Albert Boyer | Registered representative | Jul 2023 (3y) | ||
| George Nicolas Gopiao | Registered representative | Jan 2024 (3y) | ||
| Noah Abraham Sosa | Registered representative | Sep 2024 (2y) | ||
| Jeffrey Donor Barrera | Registered representative | Nov 2025 (1y) | ||
| Martin Jeffrey Lombrano | Registered representative | Jan 2026 (1y) | ||
| Christian Canzone | Registered representative | Mar 2026 (0y) | ||
| Daniel Newman | Registered representative | CFP | Mar 2026 (0y) | |
| Brian William Foote | Registered representative | CFA | Jun 2026 (0y) | |
| Gustave J Jursch | Registered representative | Jun 2026 (0y) |
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) | 05/28/2026 | 1.13 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $397M (100% of AUM) May 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: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗