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Mis Capital Management, LLC (Van Nuys)


Mis Capital Management, LLC is a related adviser based in Van Nuys. It manages $13.89 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Mis Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mis Capital Management: assets under management

The assets under management (AUM) of Mis Capital Management, LLC is $13.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.89 million each.
Mis Capital Management has custody of $13.89 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mis Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Angela K Reed Co-trustee 1 Nov 2008 75% - 100% 5622873
Scott Joel Weiss Co-trustee 1 Nov 2008 Other 4376759
Debra E Weiss Co-trustee 1 Nov 2008 Other 5622879
James Scott Walker Co-trustee 1 Nov 2008 Other 4376757
Sheryl Walker Co-trustee 1 Nov 2008 Other 5622882

Based in Van Nuys

The principal office where Mis Capital Management, LLC performs its advisory services is located at 16217 Kittridge St., Van Nuys, CA 91406, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-902-5544 or by fax 818-786-4271. The normal business hours are 6:30 am to 5:30 pm on Monday - Friday.


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