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MUNDOVAL CAPITAL MANAGEMENT, INC.
CRD 132553 · SEC 801-63477
7855 IVANHOE AVENUE SUITE 210, LA JOLLA, CA, 92037, United States
Phone
858-454-4837
Fax
858-454-4774
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$91.9M
Discretionary AUM
$91.9M
Team
3 total employees; 3 advisory reps; 22 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $8.3M |
| High net worth individuals | 28 | $47.4M |
| Investment companies | 1 | $28.0M |
| Charitable organizations | 1 | $4.5M |
| Insurance companies | 1 | $3.8M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD