Morgan House Capital, LLC

Overview

Morgan House Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients (and small-business clients through portfolio management), offering financial planning and discretionary portfolio management. Its fee model combines a percentage-of-assets charge with fixed-fee engagements. The adviser does not identify as an active ESG investor, is not positioned as a capital allocator or pension consultant, and does not report related-adviser or multi-state adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives