# Mirador Capital Partners

> Mirador Capital Partners is an SEC-registered investment advisory firm in Pleasanton, CA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 173764
- Filed as: MIRADOR CAPITAL PARTNERS
- Legal name: Mirador Capital Partners, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pleasanton, CA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173764
- AdvisorCensus page: https://advisorcensus.com/firm/mirador-capital-partners-pleasanton-ca-173764

## Quick answers

**How is Mirador Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Mirador Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Mirador Capital Partners charge?**
Its Form ADV Part 2A brochure dated June 19, 2026 states: Flat fee: up to $2,500 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mirador Capital Partners located?**
Mirador Capital Partners' principal office is in Pleasanton, CA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Mirador Capital Partners registered with the SEC or a state?**
Mirador Capital Partners is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173764.

**How much does Mirador Capital Partners manage?**
Mirador Capital Partners reports $1,008,325,229 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**How have Mirador Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Mirador Capital Partners: Regulatory assets under management: $604,859,215 in the October 2021 data and $1,008,325,229 in the October 2026 data, up 67%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mirador Capital Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (412); high net worth individuals (235); charitable organizations (8).

**Which custodians does Mirador Capital Partners use?**
Mirador Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mirador Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173764

**What changed in Mirador Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Added an office in San Francisco, CA. Registered or notice-filed in KY, OR, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 19, 2026)

- Flat fee: up to $2,500 (financial planning and consulting services)

> Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $2,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,008,325,229
- Discretionary: $1,008,325,229
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 412 | $112,695,982 |
| High net worth individuals | 235 | $840,807,315 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $28,867,290 |
| Charitable organizations | 8 | $9,308,842 |
| Corporations or other businesses not listed above | 7 | $16,645,800 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2014 (11 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, HI, ID, KY, LA, NV, NY, OR, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Larkspur, CA
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- miradorcp.com
- Facebook @MIRADORCAPITAL
- LinkedIn @3719903
- X @MIRADORCAPITAL
- YouTube @miradorcapitalpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $604,859,215 | 13 | August 19, 2021 |
| October 2022 | $632,113,940 | 12 | March 28, 2022 |
| October 2023 | $620,626,658 | 12 | September 7, 2023 |
| October 2024 | $668,131,477 | 14 | June 28, 2024 |
| October 2025 | $754,155,566 | 14 | June 20, 2025 |
| October 2026 | $1,008,325,229 | 15 | July 23, 2026 |

Regulatory assets under management: $604,859,215 in the October 2021 data and $1,008,325,229 in the October 2026 data, up 67%.
Total employees: 13 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Added an office in San Francisco, CA.
- Registered or notice-filed in KY, OR, VA.

### December 2025
- Regulatory assets under management went from $754,155,566 to $901,733,303 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mirador Capital Partners (CRD 173764): Form ADV filing data as of October 2026.