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Mundoval Capital Management, Inc.

Mundoval Capital Management, Inc.. CRD 132553

Mundoval Capital Management, Inc. logo

CRD: 132553

Mundoval Capital Management, Inc.

LA Jolla, CA, 92037
8584544837
www.mundoval.com
$91.9M Total AUM
$91.9M Disc. AUM
8.9% 3Y CAGR
3 Employees
89 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers
Clients
Retail and Institutional
Platforms
VectorMeridian harbor +more
Established Date
08-30-2004
Office Locations
1

Office Locations

7855 Ivanhoe Avenue Suite 210 LA Jolla CA

About Mundoval Capital Management, Inc.

Mundoval Capital Management delivers highly personalized wealth management for individuals, families, and business owners, spanning comprehensive planning, retirement and tax planning, legacy planning, and investment selection/portfolio management. The firm emphasizes globally diversified portfolios to manage risk and pursue long-term goals. Led by President & CIO Arthur Q. Johnson, CFA and CCO Natalie G. McIntosh, CFP®, with custody support that includes Charles Schwab.

Team overview

61 AVG AGE
$30.6M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
9.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Timber Peak ridge

Client Personas

Catalyst foundation Alpha timber

CRM

Optima

Custodian

Vertex capital Insight

Investment Themes

Signal Pathway peak Crest glacier Quantum

Investment Vehicles

Summit momentum

Platform

Delta

Services

Glacier crest Summit prime Timber Prime Bridge value Beacon Prime focus Beacon wave Ember prime North ember North Vital

Technology

Frontier Wave Alpha

Owner & Executives

A

ARTHUR QUICKE JOHNSON

Chief Executive Officer, President

CRD
#2173866
Ownership
75% or more
(340) 923-4276
radial.atlas@timbercapital.com
in linkedin.com/in/focus-summit
N

NATALIE GUMINA MCINTOSH

Chief Compliance Officer, CHIEF OPERATING OFFICER

CRD
#4902141
Ownership
10% but less than 25%
(432) 443-3497
ridge.peak@alphacapital.com
in linkedin.com/in/ridge-pathway

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Contacts

Arthur Husmann Johnson

Arthur Husmann Johnson

President

CRD
#7686970
(459) 351-6424
frontier.foundation@primecapital.com
in linkedin.com/in/peak-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2022
05-09-2023
02-14-2024
02-14-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $91,931,822 $785,742
Non-Discretionary $0 --
Total $91,931,822 $785,742

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Separately Managed Accounts

Total SMA Asset: $63,931,290

$63.9M Total SMA
Equity - Exchange:
41.7%
Cash:
13.7%
Public Funds:
11.7%
U.S. Government/Agency:
18.5%
Equity - OTC:
14.4%
Asset class Assets Assets %
Equity - Exchange $1,477,284,027 41.7%
Cash $485,342,714 13.7%
Public Funds $414,489,763 11.7%
U.S. Government/Agency $655,389,796 18.5%
Equity - OTC $510,141,247 14.4%
Total $3,542,647,547 100.0%

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