MORGAN CAPITAL GROUP LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 307004
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Morgan Capital Group LLC is an owner-operated limited liability company that provides financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It identifies as an unclassified adviser, is not registered as a multi-state or newly formed adviser, and does not position itself as a capital allocator. Morgan Capital Group reports an industry affiliation with an insurance company and does not list active ESG investing as part of its approach.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Cash & Cash Equivalents93%
- Exchange Traded Equities7%
Contacts
1 of 1TIMOTHY MORGAN
PresidentCRD 3071902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 2300 Lakeview Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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