MMBG INVESTMENT ADVISORS CO.

CRD 285263File 801-108467

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.98B

Top 25% of cohort (national)

Discretionary AUM

$2.98B

Clients

139

234 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Oct 20, 2016
Principal office: 1221 BRICKELL AVENUE, 1221 BRICKELL BUILDING, SUITE 1030, MIAMI, FL, 33131
Phone: 305-374-0704
Website: HTTP://MMBGINVESTMENT.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.98B
Discretionary AUM: $2.98B
Non-discretionary AUM: $0
Discretionary accounts: 234
Non-discretionary accounts: 0
Total accounts: 234
AUM per client: $21.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$14.8M
Charitable organizations	Fewer than 5	$14.0M
High net worth individuals	136	$2.95B
Individuals (other than high net worth individuals)	Fewer than 5	$2.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

Date	Field	From	To	Change
Apr 1, 2026	Employees	8	14	increased by6
Apr 1, 2026	Clients	114	139	increased by25
Apr 1, 2026	AUM	$2,462,355,150	$2,983,709,180	increased by$521,354,030
Apr 1, 2026	Accounts	187	234	increased by47
May 1, 2025 vs Oct 1, 2022	Employees	7	8	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	102	114	increased by12
May 1, 2025 vs Oct 1, 2022	AUM	$2,041,441,088	$2,462,355,150	increased by$420,914,062
May 1, 2025 vs Oct 1, 2022	Accounts	121	187	increased by66
Apr 1, 2022	Employees	6	7	increased by1
Apr 1, 2022	Clients	74	102	increased by28
Apr 1, 2022	AUM	$1,483,131,951	$2,041,441,088	increased by$558,309,137
Apr 1, 2022	Accounts	85	121	increased by36
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 “MMBG INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MMBG INVESTMENT” 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.