MORGAN HOUSE CAPITAL, LLC
Firm details
- Headquarters
- EAST HARTFORD, Connecticut
- CRD number
- 330351
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.48%
- Individuals39.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Morgan House Capital, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses and charges fees both as a percentage of assets under management and via fixed-fee arrangements. It does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities75%
- US Government Bonds6%
- State & Local Bonds6%
- Sovereign Bonds6%
- Investment Grade Corp Bonds6%
Contacts
1 of 1Jack Brown
Founder & OwnerCRD 7478292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST HARTFORD, CT
HARTFORD
Location
EAST HARTFORD, CT
Headquartered in EAST HARTFORD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 225 Prospect St
- Time zone
- ET (UTC-5)
- Office locations
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