Mmbg Investment Advisors Co.
- Regulatory AUM
- $3.0B
- Discretionary
- $3.0B
- Clients
- 139
- Avg AUM / client
- $21.5M
- Accounts
- 234
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $2.5M | 0.08% |
| High net worth individuals | 136 | $3.0B | 99.0% |
| Charitable organizations | 1 | $14.0M | 0.47% |
| Corporations and other businesses | 1 | $14.8M | 0.5% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guerra Treviño, Bernardo, Luis | Shareholder | Jun 2016 (10y) | ≈ 18.75% – 50% via Controladora Mg Internacional S.A.P.I. De C.V. | |
| Morales Sada, Mauricio | Shareholder | Jun 2016 (10y) | ≈ 18.75% – 50% via Controladora Mg Internacional S.A.P.I. De C.V. | |
| Andres Aguilar Calvo | Principal Officer And Chief Compliance Officer | CFA | Aug 2016 (10y) | Less than 5% |
| Gonzalo Lobeira Richardson | Registered representative | Jan 2025 (2y) | ||
| Francisco De Borja Echanove Camina | Registered representative | Apr 2025 (1y) | ||
| Nelson Andre Flores | Registered representative | Apr 2025 (1y) | ||
| Francisco Garcia Lozano | Registered representative | May 2025 (1y) | ||
| Armando Jose Blancq Cazaux Lozano | Registered representative | Oct 2025 (1y) | ||
| Luis Fernando Jimenez Perez | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Controladora Mg Internacional S.A.P.I. De C.V. | Sole Shareholder | Aug 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Guerra Treviño, Bernardo, Luis: 25% – 50% of Controladora Mg Internacional S.A.P.I. De C.V. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Morales Sada, Mauricio: 25% – 50% of Controladora Mg Internacional S.A.P.I. De C.V. × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.16 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $849M (28% of AUM) Mar 2026
- J.P. Morgan $834M (28% of AUM) Mar 2026
- Pershing $530M (18% of AUM) Mar 2026
- UBS $397M (13% of AUM) Mar 2026
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗