Mirador Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Mirador Capital Partners reports 662 clients. They include 412 individual clients, 235 high-net-worth individuals and 8 charitable organizations. Of its assets, 100.0% ($1.01B across 2,249 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 11% |
| High-net-worth individuals | 35% | 83% |
| Pension and profit-sharing plans | Fewer than 5 | 3% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 412 | $113M | 11.2% | $274K |
| High-net-worth individuals | 235 | $841M | 83.4% | $3.58M |
| Pension and profit-sharing plans | Fewer than 5 | $28.9M | 2.9% | — |
| Charitable organizations | 8 | $9.31M | 0.9% | $1.16M |
| Corporations and other businesses | 7 | $16.6M | 1.7% | $2.38M |
| Total | 662 | $1.01B | 100% | — |
- Clients
- 412
- Regulatory AUM
- $113M
- AUM share
- 11.2%
- Avg. per client
- $274K
- Clients
- 235
- Regulatory AUM
- $841M
- AUM share
- 83.4%
- Avg. per client
- $3.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $28.9M
- AUM share
- 2.9%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $9.31M
- AUM share
- 0.9%
- Avg. per client
- $1.16M
- Clients
- 7
- Regulatory AUM
- $16.6M
- AUM share
- 1.7%
- Avg. per client
- $2.38M
Total
- Clients
- 662
- Regulatory AUM
- $1.01B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Mirador Capital Partners charges up to 2.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning
- Fee varies by service level, set in the executed agreement, with a maximum of $2,500.
- Financial Planning & Consulting
- Flat fee based on scope and complexity of the engagement, not to exceed $2,500.
Don Garman owns 75% or more of Mirador Capital Partners. The leadership team of Mirador Capital Partners includes Chief Operating Officer Audrey Glafkides and Chief Compliance Officer Don Garman. It has 15 employees, 7 of them in advisory roles.
Leadership
- Audrey GlafkidesChief Operating Officer
- Don GarmanLimited Partner & Chief Compliance Officer
- Daniel MurrayLimited Partner
- Carol WikleLimited Partner
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Christopher John Robert Connolly
- Asha Marie Culhane-Husain
- Joseph Decastro Garcia
- Don Corbin Garman
- Audrey Denise Glafkides
- Daniel Buntin Murray JR
- Mark Charles Swoboda Jr
- Jackson Vickers
- Carol Ann Wikle
Staff
- 15 employees
- 7 in advisory functions
- 8 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Mirador Capital Partners, LP
Don Garman
Control person · since July 2013
Mirador Capital Partners’ regulatory assets grew 1.9× from $536M (March 2021) to $1.01B (July 2026); clients rose from 448 to 662 and employees from 13 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.01B | 662 | 15 | 3 |
| June 2025 | $754M | 614 | 14 | 2 |
| June 2024 | $668M | 596 | 14 | 2 |
| March 2023 | $621M | 563 | 12 | 2 |
| March 2022 | $632M | 530 | 12 | 2 |
| March 2021 | $536M | 448 | 13 | 2 |
Besides its headquarters, Mirador Capital Partners has 2 offices, with 3 listed addresses in California.
California · 3 listed addresses
- 6700 Koll Center Parkway, Suite 230, PleasantonHQ
- 340 Fremont Street, San Francisco
- 80 East Sir Francis Drake BLVD, Larkspur
Contact and registration details
- Legal name
- Mirador Capital Partners, LP
- Headquarters
- 6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566
- Website
- miradorcapitalpartners.com
- Phone
- 925-621-1000
- @3719903
- SEC file
- 801-80585
- Founded
- 2013
- Structure
- California limited partnership
- Fiscal year end
- December
Mirador Capital Partners uses Charles Schwab ($997M) as custodian for its separately managed accounts. Mirador Capital Partners has custody of $80.6M in client assets for 103 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $997M100%
At year end, Mirador Capital Partners’ separately managed accounts were mostly in stocks (71%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $817M across 218 positions; the largest are Invesco Exch Trd Slf Idx FD (7.6%), Invesco Exch Trd Slf Idx FD (6.6%) and Alphabet Inc. (5.2%).
What the accounts hold
- Stocks71%
- Exchange-traded equities66%
- Non-exchange-traded equities5%
- Funds20%
- Cash9%
Reported 13F holdings
- $817M
- Reported 13F value
- 218
- Positions
- 39.6%
- In the 10 largest
- +15.6%
- Value vs. prior quarter
- Invesco Exch Trd Slf Idx FD · Invsco Blsh 267.6%
- Invesco Exch Trd Slf Idx FD · Buletshs 20276.6%
- Alphabet Inc. · Cap Stk CL C5.2%
- Apple Inc.4.4%
- Amazon Com Inc.3.6%
- Berkshire Hathaway Inc. Del · CL B New3.2%
- Alphabet Inc. · Cap Stk CL A2.4%
- JPMORGAN Chase & CO2.3%
- KLA Corp.2.2%
- Abbvie Inc.2.1%
Together, the ten largest are 39.6% of reported value.
How many clients does Mirador Capital Partners have?
Mirador Capital Partners has 662 clients and manages $1.01 billion for them, as of July 2026. They include 412 individual clients, 235 high-net-worth individuals and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Mirador Capital Partners offer?
Mirador Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Mirador Capital Partners charge?
Mirador Capital Partners charges up to 2.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 19 June 2026
Which custodians does Mirador Capital Partners use?
Mirador Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $997M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Mirador Capital Partners have?
Mirador Capital Partners has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mirador Capital Partners invest in?
At the end of its last fiscal year, Mirador Capital Partners’ separately managed accounts held 66% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents and 5% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Mirador Capital Partners have a minimum investment?
Yes, Mirador Capital Partners’ minimum account size for its Comprehensive Portfolio Management is $500K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 19 June 2026
Who owns Mirador Capital Partners?
Mirador Capital Partners’ direct owner is Don Garman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Mirador Capital Partners get paid?
Mirador Capital Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mirador Capital Partners?
Mirador Capital Partners’ main office is at 6700 Koll Center Parkway, Suite 230, Pleasanton, CA 94566. Its phone number is 925-621-1000. Its website is miradorcapitalpartners.com.