# Miramontes Capital, LLC

> 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.

- CRD: 264786
- Filed as: MIRAMONTES CAPITAL, LLC
- Also doing business as: BOYER & ASSOCIATES - STRATEGIC SOLUTIONS FOR WEALTH MANAGEMENT, PRIMARY ADVISORS, RETIREMENT BY DESIGN
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/264786
- AdvisorCensus page: https://advisorcensus.com/firm/miramontes-capital-llc-newport-beach-ca-264786

## Quick answers

**How is Miramontes Capital, LLC compensated?**
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).

**Where is Miramontes Capital, LLC located?**
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).

**Is Miramontes Capital, LLC registered with the SEC or a state?**
Miramontes Capital, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 264786.

**How much does Miramontes Capital, LLC manage?**
Miramontes Capital, LLC reports $396,941,009 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (42% discretionary).

**How have Miramontes Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Miramontes Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (633); high net worth individuals (111).

**Which custodians does Miramontes Capital, LLC use?**
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.

**Does Miramontes Capital, LLC 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/264786

**What changed in Miramontes Capital, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in GA, OR.

## From the Form ADV filing

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

### 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: $396,941,009
- Discretionary: $165,574,573
- Non-discretionary: $231,366,436

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 633 | $143,670,779 |
| High net worth individuals | 111 | $253,270,230 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, GA, ID, NV, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Cypress, CA

### Websites listed on Form ADV (Item 1.I)
- boyerwealth.com
- miramontescapital.com
- primaryadvisors.net
- retirementbydesigninc.net
- Facebook @MIRAMONTESCAPITAL
- LinkedIn @miramontes-capital
- LinkedIn @primary-advisors
- LinkedIn @arianamangum
- LinkedIn @sidmiramontes
- X @MIRAMONTESCAP
- YouTube @Miramontescapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $216,000,000 | 12 | March 1, 2021 |
| October 2022 | $210,000,000 | 8 | August 8, 2022 |
| October 2023 | $180,005,689 | 7 | August 15, 2023 |
| October 2024 | $259,889,172 | 7 | July 26, 2024 |
| October 2025 | $296,285,231 | 9 | February 26, 2025 |
| October 2026 | $396,941,009 | 15 | September 30, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in GA, OR.

### June 2026
- Added an office in Cypress, CA.
- Registered or notice-filed in NY.

### March 2026
- 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%).

### January 2026
- Added the business name Retirement by Design.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Miramontes Capital, LLC (CRD 264786): Form ADV filing data as of October 2026.