CRD: 282154
James Morgan Asset Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
About James Morgan Asset Management, LLC
James Morgan Asset Management is a Colorado-based, fee-only advisor providing financial planning and discretionary portfolio management. The firm emphasizes principal protection and a relative-strength approach, seeking securities showing strength versus the S&P 500. Led by CFP4 professional Jim Morgan, it serves local individuals and families and primarily implements equity exposure through ETFs, with accounts custodied at Charles Schwab.
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 17 clients, or 17 clients per representative. That equates to $611.3K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMES HENRY MORGAN
Chief Compliance Officer, Client Advisor, Managing Member
- CRD
- #839120
- 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 | $10,392,244 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,392,244 | -- |
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Separately Managed Accounts
SMA allocation detail is available
James Morgan Asset Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.