Morgan House Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and financial planning to individuals, trusts, and estates. It operates as a single‑advisor independent RIA and manages roughly $2.1 million across about ten client relationships.
Investment portfolios are constructed from individual stocks, ETFs, mutual funds and bonds using a blend of fundamental and technical analysis with a generally long‑term orientation, while allowing shorter‑term trades for rebalancing or client needs. Financial planning is typically integrated into wealth management engagements and the firm will coordinate with clients’ other professionals when appropriate.
Distinctive features include the firm’s recent formation and very small scale — founded in 2024 and operating with one advisor and a limited client base — and the principal’s concurrent ownership of a full‑time non‑advisory business, which is disclosed as an outside activity. The firm also recommends institutional custodians (including Charles Schwab and Altruist) and discloses receipt of technology and other economic benefits from those relationships, which it manages through its policies and disclosures.
Client services
Expertise
Fee options
1.00% to 2.00% annually based on factors such as scope and complexity of services, asset levels, and relationship complexities
Up to $1,000 annually for standalone financial planning, billed quarterly in advance, fees may be negotiable based on complexity.
Main office
9 School Street
East Granby CT 06026
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Belmont Asset Management, LLC · Morgan House · Morgan House Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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