Baltazar Moreno Fuentes
Moreno Capital · West Palm Beach, Florida
Baltazar Moreno Fuentes is a fee-only financial advisor at Moreno Capital in West Palm Beach, Florida. Moreno Capital reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Moreno Capital |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $41.6M across 26 accounts |
| SEC registration | Investment adviser representative in CA, FL · CRD 7776920 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.morenocapital.co |
How Baltazar's firm compares
- Moreno Capital's average account is about $1.6 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Baltazar
Is Baltazar Moreno Fuentes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Baltazar holds no broker registration, and Moreno Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Baltazar charge for financial advice?
Baltazar's firm, Moreno Capital, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Baltazar Moreno Fuentes based?
Baltazar Moreno Fuentes is based in West Palm Beach, Florida.
Is Baltazar Moreno Fuentes registered with the SEC?
Yes. Baltazar Moreno Fuentes is registered as an investment adviser representative in CA and FL (CRD 7776920), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Moreno Capital manage?
Moreno Capital reports $41.6M across 26 accounts in assets under management.
How do I contact Baltazar Moreno Fuentes?
Through Baltazar's website, www.morenocapital.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Moreno Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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