Morgan House Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,100,000
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$210,000
About
Morgan House Capital, LLC advises individuals, trusts, and estates, offering discretionary investment management alongside financial planning and consulting. The firm manages approximately $2.1 million in client assets for about ten clients and charges advisory fees based on assets under management, a common billing approach for independent advisers.
Investment strategies combine fundamental and technical analysis to construct portfolios of individual stocks, ETFs, mutual funds, and bonds with a generally long‑term orientation, while allowing shorter‑term trades for rebalancing or client needs. Financial planning is typically provided as part of wealth management and can be delivered on a standalone basis, with the advisor coordinating with clients’ other professionals when appropriate.
Noteworthy aspects include that the firm was founded in 2024 and operates as a solo advisory practice while the principal also maintains a full‑time role managing a building supply and construction business, a disclosure that may affect time commitments and potential conflicts of interest. The firm participates in an institutional relationship with Charles Schwab that provides technology and other economic benefits to the advisor, and it permits advisor personal trading in the same securities as clients under a formal Code of Ethics and internal review procedures.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
1.00% to 2.00% annually (based on factors including scope, asset level, relationship complexity)
Fee-only: Financial planning services standalone annual fee up to $1,000, billed quarterly in advance, negotiable
Main office location
Morgan House Capital, LLC
225 Prospect Street
East Hartford CT 06108, United States
Number of offices
1
Most active in
Morgan House Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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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
Quick links
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