Cerda Munoz Advisors, Inc
- Regulatory AUM
- $266M
- Discretionary
- $156M
- Clients
- 675
- Avg AUM / client
- $394K
- Accounts
- 902
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 537 | $132M | 49.7% |
| High net worth individuals | 122 | $130M | 48.8% |
| Pension and profit sharing plans | 8 | $2.7M | 1.02% |
| Corporations and other businesses | 8 | $1.3M | 0.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southern California Gas Company Retirement Savings Plan Southern California Gas Company | 2024 | |
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| The 401(k) Plan For Permanente Medical Groups Southern California Permanente Medical Group | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Octavio Munoz | President, Chief Compliance Officer | CFP | Dec 2013 (13y) | 50% – 75% |
| Hilberto Cerda | Chief Financial Officer, Secretary | CFP | Dec 2013 (13y) | 50% – 75% |
| William Frank Torres | Registered representative | Personal Financial Specialist | Nov 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southern California Gas Company Retirement Savings Plan | Southern California Gas Company | 8,846 | $3.1B | 01/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| The 401(k) Plan For Permanente Medical Groups | Southern California Permanente Medical Group | 18,579 | $6.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $263M (99% of AUM) Mar 2026
- Nationwide Investment Services Corporation $1.4M (1% of AUM) Dec 2024
- July Retirement $943K (1% of AUM) Mar 2022
- Matrix Financial Solutions, Inc. $446K (0% of AUM) Dec 2024
- Transamerica Trust Company $386K (0% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗