Diego Castillo olea
Investment adviser representative at Mora Capital Management, LLC
11 yearsExperience
2 statesRegistered in
$1.9BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Mora Capital Management, LLCNov 2025 to now
- Boreal Capital Securities LLCJun 2024 to now
- UBS Financial Services Inc.Dec 2015 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Mora Capital Management, LLC
$1.9BAssets managed
685Clients
30Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4973864
- Firm CRD
- 112221