Morgan Capital Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$100,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Morgan Capital Group LLC provides investment advisory and financial planning services to individuals (including non‑high‑net‑worth clients), high‑net‑worth individuals, corporations, and small businesses. The firm delivers managed accounts and written investment strategies, and offers consulting and planning services tailored to client objectives.
The firm tailors advice to each client’s time horizon, risk tolerance and goals, employing methods such as asset allocation, dollar‑cost averaging, technical and long‑ and short‑term approaches, with account reviews at least quarterly or when circumstances change. MCG offers both discretionary and non‑discretionary management, generally recommends use of a preferred independent custodian, and may recommend wrap‑fee programs for eligible accounts.
Distinctive features include a small, single‑adviser structure with modest assets under management and a disclosed affiliation with insurance activities; the firm’s principal is a licensed insurance agent who may offer commissionable insurance products and discloses this potential conflict while limiting the time spent on such activities. The firm also makes financial planning available on an hourly or fixed‑fee basis and provides wrap‑fee program materials when such programs are recommended.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
Fixed financial planning fees ranging from $250 to $2,500 per project
$0 - $250,000: 1.40% $250,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.45% $25,000,001+: 0.20%
Hourly financial planning fees ranging from $200 to $300 per hour
Account minimum: $1,000 Fee-only: Financial planning fees charged as fixed fees ranging from $250 to $2,500 per project, or hourly fees ranging from $200 to $300 per hour, negotiated per client
Main office location
Morgan Capital Group LLC
2300 Lakeview Parkway, Suite 700
Alpharetta GA 30009, United States
Number of offices
1
Most active in
Morgan Capital Group LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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