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Miura Investment Advisors, Inc

Updated today

Client AUM

$378,518,927

Clients

181

Advisors

9

of 9 employees

About

MIURA Investment Advisors primarily serves offshore, non‑U.S. individuals and corporations, providing non‑discretionary investment advice, portfolio management and asset allocation services. Like many team advisers, it serves both individual and high‑net‑worth clients and generally charges percentage‑of‑AUM fees for portfolio management.

The firm operates on a non‑discretionary model: it assists clients in setting objectives and recommending investments but requires client approval for transactions, and it conducts formal account reviews on a quarterly basis. Investment methods include both long‑ and short‑term strategies with an emphasis on income and principal preservation for long‑term holdings, and the firm may use technical and cyclical analysis as part of its approach.

Distinctive features include a primary focus on offshore, non‑U.S. clients and a largely non‑discretionary asset base, while still offering performance‑fee arrangements to qualified investors. The firm is affiliated with a FINRA‑registered broker‑dealer and discloses that it is considered to have custody because it can instruct custodians to deduct advisory fees directly—factors that may affect custodian selection and conflict‑of‑interest considerations—and it does not emphasize standalone financial planning services.

Client services

Portfolio management

Expertise

Wealth management

Demographic focus

Expats

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Fee options

Percentage

0.50% - 2.5% annually, negotiable depending on assets, investment range, and complexity

Performance-based

Performance fees ranging from 5% to 20% of gains, available to qualified clients with net worth over $2,200,000, subject to individual agreement terms including hurdle rates

Other

Account minimum: $100,000 Minimum fee: One-time setup fee of $250.00 included in the first invoice Fee-only: Annual asset management fees based on percentage of assets under management (0.50% - 2.5%), billed quarterly in arrears

Main office

1395 Brickell Ave, Suite 1560

Miami FL 33131

Advisors at this office

9

Most active in

Florida · Texas

Also doing business as

Miura Investment Advisors, Inc · Mwm Investment Advisors, Inc

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Carlos C

CFA®, Series 63

Miami, FL

Miura Investment Advisors, Inc

Carlos Curi is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Miura Investment Advisors, Inc., where he has worked since 2022. His prior roles include positions at CFS Advisors and Cima Sociedad Gerente de Fondos Comunes de Inversión SA. He has served as a director for several companies, including Mountain Range Asset Management and Blue Horizon LTD. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm emphasizes income and principal preservation through a combination of long- and short-term strategies and conducts formal quarterly account reviews.

Wealth management Expats
user avatar

Marco M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Marco Malave is a financial advisor at Miura Investment Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Miura Investment Advisory, Miura Capital, Banesco USA, and BBR Capital. Outside of his advisory role, he is a business analyst at Banesco Bank, focusing on production and growth measurement for Latin America accounts. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations through non-discretionary investment advice, portfolio management, and asset allocation services. The firm emphasizes income and principal preservation, using both long- and short-term strategies, and conducts formal quarterly account reviews.

Wealth management Expats
user avatar

Vicente M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Vicente Marchelli Apolinar is a financial advisor at Miura Investment Advisors, Inc., holding a Series 66 designation with three years of industry experience. His prior roles include positions at Miura Capital, LLC, MPG Consultores, and Banesco Banco Universal. Outside of investment advising, he works as a financial analyst focusing on corporate financial statement analysis. Miura Investment Advisors serves primarily offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm emphasizes income and principal preservation through both long- and short-term strategies and conducts formal account reviews quarterly.

Wealth management Expats
user avatar

Ricardo H

Series 65, Series 66

Miami, FL

Miura Investment Advisors, Inc

Ricardo Heredia is a financial advisor at Miura Investment Advisors, Inc with 23 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Safra National Bank of New York and StateTrust Investments. Outside of advising, he is involved with Heredia House Inc, a charitable organization. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, offering non-discretionary investment advice and portfolio management with a focus on income and principal preservation. The firm emphasizes a non-discretionary model, providing both long- and short-term strategies and conducting quarterly account reviews.

Wealth management Expats
user avatar

Christian B

Series 66

Miami, FL

Miura Investment Advisors, Inc

Christian Batalha is a financial advisor with Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Brickell Global Insurance, Inc., Brickell Global Markets, Inc., Brickell Global Advisory, Inc., and Brickell Bank from 2015 to 2020. Outside of his advisory work, he is involved in managing Winterfell Properties, LLC, a real estate venture focused on buying, revamping, and selling residential properties in Florida. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm emphasizes income and principal preservation through both long- and short-term strategies, working mainly with individual and high-net-worth clients.

Wealth management Expats
user avatar

Hilario I

CFA®

Miami, FL

Miura Investment Advisors, Inc

Hilario Itriago Guitian is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Miura Investment Advisors, Inc. He has held positions at several firms, including Folionet Financial LLC and MWM Investments Ltd. There are no other notable business activities disclosed. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice and portfolio management with a focus on income and principal preservation through both long- and short-term strategies. The firm emphasizes client approval for transactions and conducts formal quarterly account reviews.

Wealth management Expats
user avatar

Samuel D

Series 66

Miami, FL

Miura Investment Advisors, Inc

Samuel De Vita is a Series 66-licensed financial advisor at Miura Investment Advisors, Inc. in Miami, FL, with two years of industry experience. His background includes roles at Santander, Morgan Stanley (E-Trade), and academic positions at Loyola University Chicago and Instituto Cumbres de Caracas. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, portfolio management, and asset allocation services focused on income and principal preservation. The firm employs both long- and short-term strategies and conducts formal quarterly account reviews.

Wealth management Expats
user avatar

Diego M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Diego Monteverde is a financial advisor with Miura Investment Advisors, Inc. in Miami, FL. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Miura Capital, LLC and Multiplicas Casa de Bolsa. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice and portfolio management focused on income and principal preservation. The firm employs both long- and short-term strategies and emphasizes client approval for transactions through a non-discretionary model.

Wealth management Expats
user avatar

Pablo S

Series 66

Miami, FL

Miura Investment Advisors, Inc

Pablo Serra is a financial advisor with Miura Investment Advisors, Inc. He holds the Series 66 designation and has experience working with firms including Abanca and EDM Wealth and Asset Management. Based in Miami, FL, he has been with Miura since 2026. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice and portfolio management focused on income and principal preservation. The firm employs both long- and short-term strategies and emphasizes client involvement by requiring approval for transactions.

Wealth management Expats
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