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MUNDOVAL CAPITAL MANAGEMENT, INC.
CRD 132553File 801-63477
APPROVED
Retail clients
Custody
Filing as of Feb 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$91.9M
Bottom 25% of cohort (national)
Discretionary AUM
$91.9M
Clients
67
117 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 30, 2004
- Principal office
- 7855 IVANHOE AVENUE SUITE 210, LA JOLLA, CA, 92037
- Phone
- 858-454-4837
- Website
- HTTP://WWW.MUNDOVAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $91.9M
- Discretionary AUM
- $91.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 117
- Non-discretionary accounts
- 0
- Total accounts
- 117
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $3.8M |
| Investment companies | 1 | $28.0M |
| Charitable organizations | 1 | $4.5M |
| High net worth individuals | 28 | $47.4M |
| Individuals (other than high net worth individuals) | 36 | $8.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 56 | 67 | increased by11 |
| Mar 1, 2026 | AUM | $73,238,954 | $91,931,822 | increased by$18,692,868 |
| Mar 1, 2026 | Accounts | 98 | 117 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 50 | 56 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $78,550,531 | $73,238,954 | decreased by$5,311,577 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 74 | 98 | increased by24 |
| Jun 1, 2022 | Clients | 49 | 50 | increased by1 |
| Jun 1, 2022 | AUM | $82,665,079 | $78,550,531 | decreased by$4,114,548 |
| Jun 1, 2022 | Accounts | 68 | 74 | increased by6 |
| Mar 1, 2022 | Clients | 43 | 49 | increased by6 |
| Mar 1, 2022 | AUM | $72,619,957 | $82,665,079 | increased by$10,045,122 |
| Mar 1, 2022 | Accounts | 62 | 68 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MUNDOVAL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MUNDOVAL CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.