Morgan Capital Group LLC

Overview

Morgan Capital Group LLC is a small, individually owned limited liability company that offers financial planning and portfolio management services targeted at individuals and small businesses. The firm bills clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. It does not present itself as a multi-state adviser, is not marked as an active ESG investor, and is not listed as a capital allocator or pension consultant. The firm reports an industry affiliation with an insurance company, which may influence product availability and distribution choices.

Assets & Accounts

Investments & Alternatives