CRD: 330351
Morgan House Capital, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Prudential
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-06-2024
- Office Locations
- 1
Office Locations
About Morgan House Capital, LLC
Belmont Asset Management provides fully managed model portfolios (from conservative to aggressive) that pair ETF-based diversification with value-oriented stock selection, including themes like technology and AI. The firm also delivers financial planning with cash-flow and net worth analysis and helps coordinate life and health insurance solutions for individuals pursuing long-term growth. Custody available via Schwab or Altruist.
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 10 clients, or 10 clients per representative. That equates to $210.0K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on June 25, 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
- Platform
- Services
- Technology
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The full Morgan House Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jack Wilson Brown
Chief Compliance Officer, Founder, Owner, PRINCIPAL
- CRD
- #7478292
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Morgan House Capital, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.