Cheryl Morhauser & Associates

Overview

Cheryl Morhauser & Associates is a small, independent registered investment adviser organized as a sole proprietorship and led by Cheryl Morhauser. The firm focuses on financial planning and portfolio management for individual and family clients and small businesses. Fee arrangements are flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. The firm's reported advisory activity skews toward advice and planning rather than discretionary money management: the ADV lists its assets as non‑discretionary, indicating that clients generally retain final trading authority. Cheryl Morhauser & Associates does not identify as an active ESG investor and is not registered as a multi‑state or pension consultant adviser. The firm does not act as a capital allocator in the sense of operating pooled private funds, but it does place client capital in third‑party alternative managers.

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Public Holdings

Investments & Alternatives

Location & Offices