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Antonio Moura

Mora Capital Management, LLC
24 Years of Experience
Miami, FL
1 DisclosureBroker
View SEC Summary
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Antonio Moura is a registered investment advisor at Mora Capital Management, LLC, based in Miami, FL, with 24 years of industry experience. Antonio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 685 clients with $1.9B in assets under management.

Mora Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
31 advisors
Number of Clients
685 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.50%
$1.0M - $5.0M0.50%
$5.0M - $20.0M0.50%
$20.0M - $50.0M0.50%
$50M+0.50%

All fees are negotiable. Institutional clients may pay as low as 0.50%. Certain accounts may be subject to performance-based fees of up to 20%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Antonio owns Dragao Corporation, an S-Corporation holding investment property in Miami Beach, FL, but dedicates no time to it. He also observes Central America Bottling Corp board meetings, spending minimal time, and has personal investments in pre-IPO companies through Equityzen.

Employment History
Current Registrations
Mora Capital Management, LLC
June 2021 - Present · 5 yrs 4 mos
Mora Capital Securities LLCBroker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Efg Asset Management (americas) CORP.
December 2019 - January 2021 · 1 yr 1 mo
Efg Capital Advisors INC.
July 2016 - February 2019 · 2 yrs 7 mos
Efg Capital Advisors LLC
September 2011 - November 2014 · 3 yrs 2 mos
Efg Capital InternationalBroker
August 2005 - August 2020 · 15 yrs
E.S. Financial Services, INC.Broker
February 2002 - January 2005 · 2 yrs 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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