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They include 136 high-net-worth individuals, 1 individual client and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MMBG Investment Advisors offer?","answer":"MMBG Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does MMBG Investment Advisors use?","answer":"MMBG Investment Advisors’ separately managed account assets are held at Morgan Stanley Smith Barney LLC (Purchase, NY), with $849M, J.P. Morgan Securities LLC (New York, NY), with $834M, Pershing Advisor Solutions LLC (Jersey City, NJ), with $530M and UBS Financial Services Inc. (Weehawken, NJ), with $397M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MMBG Investment Advisors have?","answer":"MMBG Investment Advisors has 7 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MMBG Investment Advisors invest in?","answer":"At the end of its last fiscal year, MMBG Investment Advisors’ separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 12% cash and equivalents and 1% 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MMBG Investment Advisors?","answer":"MMBG Investment Advisors is owned through a holding company by Mauricio Morales Sada and Bernardo Guerra Treviño. Its direct owners are Controladora MG Internacional S.a.p.i. De C.V. (75% or more) and Controladora MG Internacional (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MMBG Investment Advisors get paid?","answer":"MMBG Investment Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is MMBG Investment Advisors registered with the SEC?","answer":"Yes, MMBG Investment Advisors has been registered with the SEC as an investment adviser since 20 October 2016. 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