← Directory

MUNDOVAL CAPITAL MANAGEMENT, INC.

CRD 132553File 801-63477
APPROVED
Retail clients
Custody
Filing as of Feb 9, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Insurance companies1$3.8M
Investment companies1$28.0M
Charitable organizations1$4.5M
High net worth individuals28$47.4M
Individuals (other than high net worth individuals)36$8.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.