Miramontes Capital, LLC

Overview

Miramontes Capital, LLC is an SEC registered investment adviser based in Newport Beach, CA, registered since 2017. It reports $397M in assets under management across 1,709 accounts, with 15 employees. It has 11 investment adviser representatives.

Reported AUM

$397M

Discretionary

42%

Accounts

1,709

Average account

$232K

Employees

15

Advisory reps

11

Registered since

2017

Jurisdictions

8

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Isidro Z Miramontes Managing Member, Chief Compliance Officer CRD 2670160
• Ariana Anais Mangum Member CRD 6142259

Advisory reps 3 of 11

• Jeffrey Donor Barrera Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2941346
• David Albert Boyer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2592181
• Christian Canzone Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7307976

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4701 Teller Ave
Newport Beach, CA 92660

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: retirementbydesigninc.net

Every state, with registration dates

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