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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Signal beaconUnison focus
- Established Date
- 07-13-1983
- Office Locations
- 292
Office Locations
About Money Concepts Capital Corp
Money Concepts Capital Corp partners with financial, tax, and institutional professionals, providing practice support plus tools, insights, and guidance. Its platform spans financial planning, portfolio construction and asset management, with solutions across asset allocation, annuities, ETFs and fixed income, including ESG/SRI options. Many advisors have stayed 20+ years; key custodians include Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
Cheryl Morris Barnett
COMPLIANCE OFFICER, Compliance Principal, VICE PRESIDENT
- CRD
- #1795785
- Ownership
- Less than 5%
Liza Maria Matos
COMPLIANCE OFFICER, Vice President
- CRD
- #4371969
- Ownership
- Less than 5%
Glacier foundation
Vertex matrix summit
- CRD
- #17038
- Ownership
- 41.5%
Showing 2 of 6 owners & executives
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Brian Edward Adams
Registered Representative
- CRD
- #2849485
John H Adams Jr
Registered Representative
- CRD
- #2591305
Eagle north
Peak timber
- CRD
- #63755
Showing 2 of 478 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,477,216,370 | $210,827 |
| Non-Discretionary | $1,590,778,072 | $301,170 |
| Total | $4,067,994,442 | $238,844 |
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Separately Managed Accounts
Total SMA Asset: $4,067,994,442
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $428,726,628 | 10.7% |
| Equity - Exchange | $312,529,691 | 7.8% |
| Cash | $400,679,092 | 10.0% |
| Corporate - Investment Grade | $524,889,610 | 13.1% |
| Derivatives | $705,195,201 | 17.6% |
| Equity - OTC | $264,448,200 | 6.6% |
| Private Funds | $244,414,246 | 6.1% |
| U.S. Government/Agency | $1,125,908,248 | 28.1% |
| Total | $4,006,790,916 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM RADIAL | FRONTIER PEAK | S7115B3IO | ZHW | 11.37% | $27,805,346 |
| FRONTIER CATALYST CREST | PRIME ATLAS | 7WR8K2HVT | LAV | 5.69% | $84,090,315 |
| MERIDIAN MERIDIAN VERTEX | UNISON PEAK | 2O4DDZRON | HJXJ | 12.08% | $1,524,268 |
| NORTH EAGLE SIGNAL | UNISON MOMENTUM | N1J44NME1 | CMSP | 4.99% | $113,228,709 |
| PRIME UNISON LEGACY | RADIAL PIONEER | XU2XSQ6N2 | SHFE | 11.99% | $65,279,595 |
| EAGLE OAK MATRIX | SUMMIT HORIZON | XEV1RFAL8 | VSH | 7.41% | $118,456,464 |
| INSIGHT CREST GLACIER | HARBOR VECTOR | 6DL428O92 | YMRTQ | 2.53% | $1,276,696 |
| DELTA FOUNDATION | UNISON FOUNDATION | M8ITEGLO3 | PAFRM | 3.35% | $37,653,717 |