MIRAMONTES CAPITAL, LLC
SEC RegisteredFinancial Planning for Wherever Life Takes You
About the firm
Miramontes Capital Family Office is a collaborative community of individuals, families and committed professionals with a focus on growing your wealth to support your family's enduring values. The firm has been making smart financial decisions for more than 25 years, protecting and growing financial futures for thousands of families, individuals, and business owners. Miramontes Capital is a Registered Investment Adviser headquartered in Newport Beach, CA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, estate planning, tax planning, insurance, broker dealer services, financial planning, retirement planning, investment planning, trust and estate planning, and long term care planning.
Who they serve
People thinking about retirement and retirees, business owners, medical professionals, and CPAs, as well as individuals facing divorce, sudden inheritance, legal settlements, or the sale of a business or property.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 633 | $144M |
| High Net Worth Individuals | 111 | $253M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MIRAMONTES CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched