{
  "crd_number": 264786,
  "slug": "miramontes-capital-llc-newport-beach-ca-264786",
  "primary_business_name": "MIRAMONTES CAPITAL, LLC",
  "legal_name": "MIRAMONTES CAPITAL, LLC",
  "dbas": [
    "BOYER & ASSOCIATES - STRATEGIC SOLUTIONS FOR WEALTH MANAGEMENT",
    "PRIMARY ADVISORS",
    "RETIREMENT BY DESIGN"
  ],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-02",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 396941009.0,
  "raum_discretionary": 165574573.0,
  "raum_non_discretionary": 231366436.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 15,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 143670779.0,
      "count": 633
    },
    "high_net_worth_individuals": {
      "raum": 253270230.0,
      "count": 111
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "GA",
    "ID",
    "NV",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://boyerwealth.com",
    "https://facebook.com/MIRAMONTESCAPITAL",
    "https://linkedin.com/company/miramontes-capital",
    "https://linkedin.com/company/primary-advisors",
    "https://linkedin.com/in/arianamangum",
    "https://linkedin.com/in/sidmiramontes",
    "https://miramontescapital.com",
    "https://primaryadvisors.net",
    "https://retirementbydesigninc.net",
    "https://twitter.com/MIRAMONTESCAP",
    "https://youtube.com/c/Miramontescapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/264786",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/miramontes-capital-llc-newport-beach-ca-264786",
  "display_name": "Miramontes Capital, LLC",
  "summary": "Miramontes Capital, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Miramontes Capital, LLC (CRD 264786): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Miramontes Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Miramontes Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Miramontes Capital, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 11, 2026 states: Flat fee: up to $15,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Miramontes Capital, LLC located?",
      "a": "Miramontes Capital, LLC's principal office is in Newport Beach, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Miramontes Capital, LLC registered with the SEC or a state?",
      "a": "Miramontes Capital, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 264786."
    },
    {
      "q": "How much does Miramontes Capital, LLC manage?",
      "a": "Miramontes Capital, LLC reports $396,941,009 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (42% discretionary)."
    },
    {
      "q": "How have Miramontes Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Miramontes Capital, LLC: Regulatory assets under management: $216,000,000 in the October 2021 data and $396,941,009 in the October 2026 data, up 84%. Total employees: 12 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Miramontes Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (633); high net worth individuals (111)."
    },
    {
      "q": "Which custodians does Miramontes Capital, LLC use?",
      "a": "Miramontes Capital, LLC's 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."
    },
    {
      "q": "Does Miramontes Capital, LLC report any disciplinary disclosures?",
      "a": "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/264786"
    },
    {
      "q": "What changed in Miramontes Capital, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in GA, OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 216000000.0,
      "total_employees": 12,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 210000000.0,
      "total_employees": 8,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 180005689.0,
      "total_employees": 7,
      "filing_date": "2023-08-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 259889172.0,
      "total_employees": 7,
      "filing_date": "2024-07-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 296285231.0,
      "total_employees": 9,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 396941009.0,
      "total_employees": 15,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in GA, OR."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Cypress, CA.",
        "Registered or notice-filed in NY."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Vanclef Financial Group.",
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $296,285,231 to $396,941,009 (+34%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added the business name Retirement by Design."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $15,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $15,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Flat fees range up to $15,000. Our firm requires a retainer of fifty -percent (50%) of the ultimate financial planning or consulting fee at the time of signing."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 15000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Flat fees range up to $15,000. Our firm requires a retainer of fifty -percent (50%) of the ultimate financial planning or consulting fee at the time of signing."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/miramontes-capital-llc-newport-beach-ca-264786.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 633,
      "fewer_than_5": false,
      "raum": 143670779.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 111,
      "fewer_than_5": false,
      "raum": 253270230.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/264786",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}