M
$263.4M Total AUM
$262.7M Disc. AUM
22.2% 3Y CAGR
6 Employees
187 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-10-2013
- Office Locations
- 3
Office Locations
-- Edgewood WA
-- LA Jolla CA
-- NEW York NY
About Myecfo
Myecfo is a LA Jolla-based RIA with 3 offices. The firm has been operating for 13 years. Managing $263.4M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
46 AVG AGE
$43.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.2 yrs AVG TENURE
6 Employees
6 Advisory Reps
5 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Frontier Momentum Focus
Client Personas
Element zenith
Investment Themes
Glacier prime Peak peak Meridian focus
Investment Vehicles
Summit
Services
Element prime Eagle Capital Zenith matrix Optima alpha
Owner & Executives
MARTIN RAUL CURIEL
Chief Compliance Officer
- CRD
- #5776093
- Ownership
- 50% but less than 75%
(944) 330-3875
harbor.unison@crestcapital.com
in linkedin.com/in/summit-vital
MICHAEL ROBERT MUNSON
Partner
- CRD
- #4355972
- Ownership
- 50% but less than 75%
(684) 564-6670
oak.vital@vitalcapital.com
in linkedin.com/in/pathway-vector
Showing 2 of 2 owners & executives
Unlock allContacts
R
Roger G. Chen
Chief Operating Officer
- CRD
- #7888385
(911) 930-8582
radial.insight@atlascapital.com
in linkedin.com/in/catalyst-glacier
Jamie Chi Edwards
Financial Advisor
- CRD
- #7287285
(871) 390-8406
signal.fusion@insightcapital.com
in linkedin.com/in/oak-ridge
I
Insight focus
Vital optima wave
- CRD
- #54377
(541) 609-7265
catalyst.optima@foundationcapital.com
in linkedin.com/in/timber-bridge
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,738,493 | $1,412,573 |
| Non-Discretionary | $641,812 | $641,812 |
| Total | $263,380,305 | $1,408,451 |
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Separately Managed Accounts
Total SMA Asset: $263,380,305
Equity - Exchange:
9.5% Corporate - Investment Grade:
15.0% Municipal Bonds:
11.8% U.S. Government/Agency:
10.4% Cash:
17.3% Other:
13.8% Equity - OTC:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $480,658,489 | 9.5% |
| Corporate - Investment Grade | $758,934,456 | 15.0% |
| Municipal Bonds | $597,028,438 | 11.8% |
| U.S. Government/Agency | $526,194,556 | 10.4% |
| Cash | $875,304,406 | 17.3% |
| Other | $698,219,699 | 13.8% |
| Equity - OTC | $1,123,222,994 | 22.2% |
| Total | $5,059,563,038 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT ELEMENT ATLAS | OAK SUMMIT | KRJ87HVSK | COK | 2.96% | $29,395,898 |
| VALUE EAGLE | INSIGHT HORIZON | U3ITXTGGC | HAW | 10.39% | $43,771,378 |
| LEGACY CATALYST | FOUNDATION RIDGE | WZJJPOC7E | JDOKV | 3.13% | $34,875,548 |
| FOCUS CATALYST | TIMBER ALPHA | ZK4HLNWWL | HOWQK | 2.49% | $90,791,778 |
| FOCUS NORTH SUMMIT | MOMENTUM RIDGE | W4C3VNI9N | WDMLI | 9.52% | $118,660,258 |
| EMBER PEAK MATRIX | VITAL CREST | 2CKMSLQ17 | SOU | 4.40% | $8,292,138 |
| OAK VERTEX | VERTEX CATALYST | HCGTV5VKS | ADPP | 10.76% | $84,803,809 |
| BEACON RADIAL | CAPITAL TIMBER | YRAC609U6 | GGS | 4.66% | $107,115,106 |