AdvisorCensus / Financial advisors / California / Los Angeles / Munifi, LLC
Munifi, LLC is an SEC-registered investment advisory firm in Hermosa Beach, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.
Quick answers
From the filingHow is Munifi, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Munifi, LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Munifi, LLC charge?
Its Form ADV Part 2A brochure dated March 9, 2026 states: Up to $49,999: 0.4% a year; $50,000 to $99,999: 0.3% a year; $100,000 to $249,999: 0.25% a year; $250,000 to $499,999: 0.2% a year; Above $500,000: 0.15% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Munifi, LLC located?
Munifi, LLC's principal office is in Hermosa Beach, CA, according to its Form ADV.
Is Munifi, LLC registered with the SEC or a state?
Munifi, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331613.
How much does Munifi, LLC manage?
Munifi, LLC reports $197,892 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (6% discretionary).
How have Munifi, LLC's assets and staff changed since 2024?
In the Form ADV data for Munifi, LLC: Regulatory assets under management: $0 in the October 2024 data and $197,892 in the October 2026 data. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Munifi, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (2).
Which custodians does Munifi, LLC use?
Munifi, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.
Does Munifi, 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/331613
Does Munifi, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 9, 2026 says: "There is no account minimum for any of Munifi’s services."
What changed in Munifi, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $20,000 to $197,892 (+889%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $49,999 | 0.4% |
| $50,000 to $99,999 | 0.3% |
| $100,000 to $249,999 | 0.25% |
| $250,000 to $499,999 | 0.2% |
| Above $500,000 | 0.15% |
The brochure's wording
Total Assets Under Management Annual Fees $0 - $49,999 0.40% $50,000 - $99,999 0.30%
Total Assets Under Management Annual Fees $100,000 - $249,999 0.25% $250,000 - $499,999 0.20% $500,000 – AND UP 0.15%
Account minimum: None
The brochure's wording
There is no account minimum for any of Munifi’s services.
As stated in the firm's Form ADV Part 2A brochure dated March 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$197,892 as of October 2026, filing dated March 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $197,892 | 1 | March 9, 2026 |
| October 2025 | $20,000 | 1 | May 2, 2025 |
| October 2024 | $0 | 1 | May 20, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $197,892 in the October 2026 data.
Total employees: 1 in October 2024 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $20,000 to $197,892 (+889%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Munifi, LLC (CRD 331613): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/munifi-llc-hermosa-beach-ca-331613