Munoz Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Muñoz Group provides financial advisory and investment‑banking services primarily to business entities and high‑net‑worth individuals, with a focus on clients expanding investments into emerging‑market countries. Its engagement offerings include advising on financing and capital raising, identifying M&A targets and performing due diligence, and delivering business and accounting advisory work such as valuations and financial forensic analyses.
The firm emphasizes project‑level financial analysis—using metrics like return on investment, net present value, weighted average cost of capital, payback period and valuation models—and does not provide portfolio management or custody; clients retain control of investment and financing decisions. Engagements are tailored and governed by signed engagement agreements, include conflict‑of‑interest checks, and the firm commonly refers clients to the Certified Financial Planner Board for general financial planning unrelated to direct investments.
Noteworthy aspects include the firm principal’s combined legal and accounting qualifications and affiliated law‑practice activity, which the brochure cites as part of the firm’s structure and is used in preparing transaction documentation and coordinating legal work. The firm also uses hourly and fixed‑fee billing rather than percentage‑of‑AUM fees, serves corporate and high‑net‑worth clients on direct investment and capital transactions, and draws on prior senior public‑sector and investment‑banking experience related to emerging‑market finance.
Client services
Financial planning
Capital raising
Expertise
Business ownership considerations
Occupation focus
Founder/Business Owner
Fee options
Fixed fees on a case-by-case basis: $1,000/month for portfolios under $1 million; $2,000/month for $1 million to $5 million; $3,000/month for $5 million to $10 million; hourly rate only for portfolios over $10 million
$0 - $1,000,000: $1,000,000 - $5,000,000: $5,000,000 - $10,000,000: $10,000,000+:
$595 per hour
Account minimum: $1,000,000 Fee-only: Hourly rate of $595 per hour; Fixed fees ranging from $1,000 to $3,000 per month depending on portfolio size
Main office location
Munoz Group
2111 Wilson Blvd., Suite 850
Arlington VA 22201, United States
Number of offices
2
Most active in
Munoz Group has reported serving >5 clients in these states in the last 12 months.
Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
Advisors at this firm
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