Moreton Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
132643
Registered since
January 7, 2005

Firm profile

FINTRX

Overview

Moreton Capital Markets, LLC is organized as a limited liability company and has been SEC-registered since 2005. The firm is listed as having domestic entity and individual ownership, and is classified in the source data as "Unclassified." Available registry fields indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. Additional registry flags show it is not a newly formed adviser, not a pension consultant, and not recorded as a related adviser. Publicly available profile fields for business activities, advisory services, fee structure, and client segmentation are not populated in the FINTRX entry, so there is limited detail on the firm's service model, target clients, or specific areas of investment focus. The dataset likewise does not disclose AUM or account-level metrics for the firm.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Vos

    Eric Vos

    President and CEOCRD 2836821

Contacts

3 of 12
  • Sharon Roeske

    Sharon Roeske

    FinOpCRD 720262

  • Lynn Cornwell

    Vice PresidentCRD 1196628

  • William Lewis

    William Lewis

    Managing DirectorCRD 1912930

Unlock 9 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
101 S 200 E
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth