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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-21-2021
- Office Locations
- 1
Office Locations
About Firehorse Strategic Investing, LLC
FireHorse Strategic Investing is a Texas-based RIA focused on building hedged portfolios for retirement-minded investors seeking better risk-adjusted returns. Portfolios emphasize cost-efficient, high-dividend ETFs and use equity options to hedge market drawdowns and manage volatility. The firm also provides goal-based financial planning, from budgeting and saving to asset allocation, with implementation via Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 126 clients, or 126 clients per representative. That equates to $436.5K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Firehorse Strategic Investing, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Morton Mitchell Taylor
Chief Compliance Officer, Managing Member
- CRD
- #7382420
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Firehorse Strategic Investing, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.