Del Monte Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Del Monte Capital, Inc. is a registered investment adviser that provides individualized portfolio management to individuals, high‑net‑worth clients, corporations and charities, with a stated account minimum of $50,000. As of October 2026 the firm reported approximately $350,000 in assets under management and indicates those assets are managed on a non‑discretionary basis.
The firm constructs client portfolios using Modern Portfolio Theory, emphasizing diversified, tailored allocations and periodic rebalancing, and allows clients to impose written investment restrictions. While the adviser’s engagement documents permit discretionary authority, the brochure notes that client accounts are currently handled non‑discretionarily and require client approval for transactions when applicable.
The firm’s principal also maintains a licensed real estate brokerage practice and may receive separate commissions for real estate sales and loan origination, a dual role the brochure identifies as a potential conflict of interest that the firm seeks to mitigate and disclose to clients. Del Monte Capital recommends and operates on a third‑party institutional custody and advice platform (Betterment Institutional/Betterment Securities), which provides back‑office tools and non‑monetary support to the firm and is disclosed as a factor that could influence custody recommendations.
Client services
Expertise
Fee options
1.00% annually (negotiable)
Account minimum: $50,000
Main office
513 A Hartnell St.
Monterey CA 93940
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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