Moreton Capital Markets, LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 132643
- Registered since
- January 7, 2005
- Website
- www.moretoncm.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Eric Vos
President and CEOCRD 2836821
Contacts
3 of 12Sharon Roeske
FinOpCRD 720262
Lynn Cornwell
Vice PresidentCRD 1196628

William Lewis
Managing DirectorCRD 1912930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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