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MUNDOVAL CAPITAL MANAGEMENT, INC.

LA JOLLA, CA · CRD 132553 · IAPD ↗ · mundoval.com · 858-454-4837

$91.9MRegulatory AUM
3Advisory reps
3Employees
22Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — MUNDOVAL CAPITAL MANAGEMENT, INC. reported RAUM up 26% ($73.2M -> $91.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2026 — MUNDOVAL CAPITAL MANAGEMENT, INC. now reports custody of client assets ($6.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.