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AJ

Arthur Q. Johnson

MUNDOVAL CAPITAL MANAGEMENT
La Jolla, CA 92037
Some features on this profile are disabled
CRD#: 2173866
AJ

Professional summary


Arthur Quicke Johnson, CFA, who also goes by Arthur Johnson, is a registered financial advisor currently at MUNDOVAL CAPITAL MANAGEMENT, INC. located in La Jolla, California.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Arthur has worked at 3 firms and has passed the Series 63, Series 65, Series 6 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Arthur Johnson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Mundoval Fund; Founder/Chief Investment Officer; 09/2004, Investment Related 7855 Ivanhoe Avenue, Suite 210, La Jolla, CA 92037. (2) Henebery Spirits, Inc.; No; Vista, CA; Craft distillery; President; 10/2012; 1/ HR MO; 1/ HR MO

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Arthur Quicke Johnson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Current

March 9, 2021 - Present

MUNDOVAL CAPITAL MANAGEMENT, INC.

Office #1: 7855 Ivanhoe Avenue Suite 210, La Jolla, CA 92037
RIA
CRD#: 132553
La Jolla, CA
Past

January 8, 1998 - December 31, 2000

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

December 11, 1995 - December 31, 1997

ICE SECURITIES LLC

BD
CRD#: 37472
NEW YORK, NY
Past

January 3, 1995 - December 31, 1995

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MUNDOVAL CAPITAL MANAGEMENT, INC.
A.Q. JOHNSON & CO., INC. | MUNDOVAL CAPITAL MANAGEMENT, INC.

CRD#: 132553 / SEC#: 801-63477

RIA
Registered Investment Advisory firm - (8/30/2004 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/9/2021)
IAR
Texas
(3/9/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 2/6/1995
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 11/13/1991
Non-Member General Securities Examination

Current Firm


MC
MUNDOVAL CAPITAL MANAGEMENT, INC.
A.Q. JOHNSON & CO., INC. | MUNDOVAL CAPITAL MANAGEMENT, INC.

CRD#: 132553 / SEC#: 801-63477

RIA
Registered Investment Advisory firm - (8/30/2004 Approved)
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Contact information


Main Address
7855 Ivanhoe Avenue Suite 210, La Jolla, CA 92037
Mailing Address
Phone number
(858) 454-4837
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MUNDOVAL CAPITAL MANAGEMENT, INC. ADV PART 2 BROCHURE (2/14/2025)

Regulatory assets under management


Total Number of Accounts98
AUM (Assets Under Management)$ 73,238,954

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MUNDOVAL CAPITAL MANAGEMENT, INC.

CRD#: 132553La Jolla, CA 92037

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