A.G. MORGAN FINANCIAL ADVISORS, LLC

Overview

A.G. Morgan Financial Advisors, LLC is an independent SEC-registered advisory firm organized as an LLC and registered in 2015. The firm is individually owned and focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its business mix includes advisory work alongside insurance brokerage and other financial-product sales, creating a hybrid model that blends fee-based planning with transactional product distribution. The firm uses multiple fee arrangements — percentage of AUM, hourly and fixed fees — and also generates commission-based revenue, which aligns with its insurance brokerage activity. It is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. In addition to advising, A.G. Morgan serves in sponsor/GP/managing-member roles for pooled investment vehicles, indicating direct involvement in creating or operating private investment structures.

Assets & Accounts

Investments & Alternatives