CRD: 307004
Morgan Capital Group LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2020
- Office Locations
- 1
Office Locations
About Morgan Capital Group LLC
Morgan Capital Group LLC (founded 2020) is a boutique financial advisory firm providing personalized investment management and portfolio guidance for retail investors. The firm builds and reviews portfolios based on risk tolerance, time horizon, and life goals, using vehicles such as mutual funds, ETFs, individual stocks, CDs, and bonds. A notable touchpoint for partner distribution is its online booking for portfolio review and development sessions.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY JAMES MORGAN
Chief Compliance Officer, MANAGING PRINCIPAL, President
- CRD
- #3071902
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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