A complete list of active advisors currently associated with Del Monte Capital, Inc.
Warmer can help you find a great advisor at Del Monte Capital, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Del Monte Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Monterey, CA
| 7
|
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