Del Monte Capital, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$250,000
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$125,000
About
Del Monte Capital provides portfolio management to individuals (including high‑net‑worth clients), corporations, and charities, with a stated account minimum of $50,000. The firm operates at a very small scale — a single adviser managing approximately $250,000 across a very small number of client accounts — and reports most assets as managed on a non‑discretionary basis.
Investment programs are constructed using Modern Portfolio Theory and are tailored to each client’s objectives, risk tolerance and any written restrictions, with periodic rebalancing and quarterly portfolio reviews. The firm implements diversified portfolios using mutual funds, ETFs, stocks and bonds, and relies on Betterment Securities’ Betterment Institutional platform for custody and trade execution.
Noteworthy distinctions include the principal’s licensed activity as a real estate broker and the firm’s affiliation with real estate brokerage businesses, which generate separate commissions and are disclosed as potential conflicts of interest. The principal also maintains other outside business interests (including ownership of a startup brewing company), and the combination of small scale, predominantly non‑discretionary accounts, and dependence on Betterment Institutional services differentiates the firm from many independent RIAs.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
1.00% annually
Account minimum: $50,000
Main office location
Del Monte Capital, Inc.
513 A Hartnell St.
Monterey CA 93940, United States
Number of offices
1
Most active in
Del Monte Capital, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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