Mcmorgan & Company Capital Advisors LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
137222
Registered since
March 14, 2006

Firm profile

FINTRX

Overview

Mcmorgan & Company Capital Advisors LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2006. FINTRX classifies the firm as unclassified and records its owner type as a combination of a domestic entity and an individual. The dataset flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm has provided little public detail about its business model: fields for client base, fee structure, core advisory activities, and affiliated activities are blank in the available record. That lack of disclosure limits visibility into target clients, service lines, and how the adviser sources or structures investments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Santaguida

    John Santaguida

    CEOCRD 5004531

  • Andrew Josef

    Andrew Josef

    Partner, General Counsel and Chief Compliance OfficerCRD 4789945

Contacts

3 of 8
  • Brian Jackson

    SVPCRD 2511723

  • Gregg Kerr

    Gregg Kerr

    Senior Managing Director, Client ServicesCRD 2825493

  • Ronald Bucci

    PartnerCRD 2849864

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
33 New Montgomery St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth