$76.4M Total AUM
$76.4M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Mainstar Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-2015
- Office Locations
- 2
Office Locations
-- Coto DE Caza CA
-- Trabuco Canyon CA
About Morgan Stevens Asset Management, LLC
Morgan Stevens Asset Management, LLC is a California-based, owner-led RIA providing discretionary asset management and portfolio construction for retail and institutional clients. Portfolios are implemented primarily via pooled/private investment vehicles alongside ETF allocations, with additional equity and cash exposure. Client assets are custodied at Interactive Brokers.
Team overview
-- AVG AGE
$76.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Fusion fusion Legacy delta Prime prime
Investment Themes
Ember Delta Crest bridge
Investment Vehicles
Foundation optima Foundation
Services
Signal Peak peak Catalyst oak Signal wave
Owner & Executives
M
MORGAN D STEVENS
Advisor, Chief Executive Officer
- CRD
- #6221158
- Ownership
- 75% or more
(940) 961-4396
harbor.frontier@catalystcapital.com
in linkedin.com/in/bridge-summit
Showing 1 of 1 owners & executives
Unlock allContacts
Ryan Thomas Dugan
--
- CRD
- #7814884
(205) 200-4198
foundation.signal@pathwaycapital.com
in linkedin.com/in/prime-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,422,976 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,422,976 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,422,976
Private Funds:
33.6% Equity - Exchange:
21.9% Equity - OTC:
28.2% Cash:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $440,107,685 | 33.6% |
| Equity - Exchange | $286,855,902 | 21.9% |
| Equity - OTC | $369,376,093 | 28.2% |
| Cash | $213,504,620 | 16.3% |
| Total | $1,309,844,300 | 100.0% |