A complete list of active advisors currently associated with Moreno Capital

Warmer can help you find a great advisor at Moreno Capital or one who fits your needs even better.

Moreno Capital provides discretionary and non-discretionary portfolio management, written financial planning, and pension/401(k) consulting for individuals, high-net-worth clients, and small businesses; the firm reports roughly $41.6 million in assets under management across a very small client base. Engagements are described in client-specific agreements and may be tailored by documented goals, risk tolerance, and client-imposed restrictions. The firm’s stated investment process incorporates fundamental, technical and cyclical analysis and may employ derivatives, options, margin and other techniques as part of separately managed accounts. Moreno Capital requires the use of an institutional custodian (Schwab Institutional), discloses access to broker-provided research and soft-dollar benefits, and notes that it may charge performance-based compensation to qualified clients under applicable rules. Compared with many peers, Moreno Capital operates as a solo practice managing a concentrated number of relationships for its reported AUM and its Part 2A/B highlights prior involvement in other investment-related businesses in the principal’s background. The brochure also discloses a regulatory order dated January 21, 2026 related to a lapse in continuing-education reporting that resulted in a temporary registration lapse but no monetary sanction, which is an uncommon disclosure among firms of this type.

To learn more about the advisors currently working at Moreno Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Baltazar Moreno Fuentes	West Palm Beach, FL	2

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