Miramontes Capital, Llc

4701 TELLER AVE, Newport Beach, California 92660

SEC CRD#264786
Last ADV filed: 02/27/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee1.65%of assets under management

Detailed Fee Schedule

Fee Schedule The maximum fee for this service will not exceed 1.65% per annum. For billing purposes, MC bills each account individually. Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the last day of the month. Our fir

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Miramontes Capital, Llc — Fiduciary Advisor Profile | FiduciaryListings