CRD: 330351
Morgan House Capital, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Prudential
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jack Wilson Brown
Chief Compliance Officer, Founder, Owner, PRINCIPAL
- CRD
- #7478292
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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