Mundoval Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$55,701,799
Clients
64
Advisors
3
of 3 employees
About
Mundoval Capital Management provides discretionary asset management to individuals, trusts, estates, charitable organizations, corporations and other business entities, pension and profit‑sharing plans, and investment companies. The firm also offers ERISA plan services — including limited‑scope 3(21) fiduciary advice, IPS assistance and participant education — and serves as investment advisor to an affiliated, no‑load mutual fund (The Mundoval Fund).
The firm’s investment approach emphasizes fundamental, long‑term equity analysis with a global orientation, seeking businesses with durable returns and shareholder‑oriented management; portfolios are managed on a discretionary basis and documented with client investment policy statements. Mundoval conducts quarterly account reviews (and more frequently as needed), implements rebalancing and tax‑loss harvesting where appropriate, and permits client‑imposed restrictions on investments.
Compared with similarly sized supported firms, Mundoval is distinctive for its role advising an affiliated investment company and for providing plan‑level ERISA 3(21) services — arrangements the brochure highlights and discloses as potential conflicts of interest with stated mitigation procedures. The firm also describes limited custody practices (fee deductions and third‑party standing letters of authorization) and discloses that the affiliated fund may incur borrowing‑related expenses, items it documents in its Form ADV.
Client services
Expertise
Fee options
ERISA Plan services fees may be charged as a flat fee (amounts not specified).
1.00% annually (maximum annual fee, negotiable)
Commissions received by Natalie G. McIntosh as an independent insurance agent on insurance products; no commissions for advisory services.
Account minimum: $250,000
Main office
7855 Ivanhoe Avenue Suite 210
La Jolla CA 92037
Advisors at this office
3
Most active in
California · Texas
Also doing business as
A.Q. Johnson & Co., Inc. · Mundoval Capital Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Arthur J
CFA®, Series 63, Series 65
La Jolla, CA
Mundoval Capital Management, Inc.
Arthur Johnson is a CFA® charterholder with five years of industry experience and is based in La Jolla, CA. He is the founder and Chief Investment Officer of the Mundoval Fund and has been with Mundoval Capital Management, Inc. since 2002. Outside of finance, he serves as president of Henebery Spirits, Inc., a craft distillery in Vista, CA. Mundoval Capital Management, Inc. is a discretionary investment adviser managing approximately $73 million for individuals, trusts, charitable organizations, and other entities. The firm employs a fundamental, long-term global investment approach tailored to each client’s objectives and risk tolerance.
Natalie M
CFP®, Series 66
La Jolla, CA
Mundoval Capital Management, Inc.
Natalie Mcintosh is a CFP® with over 21 years of industry experience and has been with Mundoval Capital Management, Inc. and the affiliated Mundoval Fund since 2006. She holds a Series 66 license and works out of La Jolla, CA. In addition to her advisory role, she is an independent contractor insurance agent for Blue Shield of California. Mundoval Capital Management provides discretionary asset management services to a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm emphasizes fundamental, long-term equity analysis with a global orientation and offers ERISA plan services alongside managing an affiliated, no-load mutual fund.
Arthur J
Series 65
La Jolla, CA
Mundoval Capital Management, Inc.
Arthur Johnson is a financial advisor at Mundoval Capital Management, Inc. in La Jolla, CA, holding a Series 65 credential with three years of industry experience. Prior to joining the firm, he worked at Fusion Academy and has been the owner and music producer at Studio VII Productions, LLC, a music production business. Mundoval Capital Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and investment companies. The firm employs a fundamental, long-term global investment approach tailored to each client’s objectives and also offers ERISA plan services and limited-scope fiduciary advice.
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