Guillermo Amoretty
Amoretti Capital Management · San Francisco, California
Guillermo Amoretty is a fee-only financial advisor at Amoretti Capital Management in San Francisco, California. Guillermo focuses on equity compensation, small business owners and sustainable & impact investing. Amoretti Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Amoretti Capital Management |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.8M across 288 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7479713 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.amoretticapital.com |
| Profile |
How Guillermo's firm compares
- Amoretti Capital Management's average account is about $131,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Guillermo
Is Guillermo Amoretty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Guillermo holds no broker registration, and Amoretti Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Guillermo charge for financial advice?
Guillermo's firm, Amoretti Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Guillermo Amoretty based?
Guillermo Amoretty is based in San Francisco, California.
What does Guillermo specialize in?
Guillermo's specialties include equity compensation, small business owners, sustainable & impact investing, estate & legacy planning and founders (pre-exit).
Is Guillermo Amoretty registered with the SEC?
Yes. Guillermo Amoretty is registered as an investment adviser representative in CA and TX (CRD 7479713), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Amoretti Capital Management manage?
Amoretti Capital Management reports $37.8M across 288 accounts in assets under management.
How do I contact Guillermo Amoretty?
Through Guillermo's website, www.amoretticapital.com.
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
- Amoretti Capital Management 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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