A complete list of active advisors currently associated with Morgan House Capital, LLC
Warmer can help you find a great advisor at Morgan House Capital, LLC or one who fits your needs even better.
Morgan House Capital, LLC advises individuals, trusts, and estates, offering discretionary investment management alongside financial planning and consulting. The firm manages approximately $2.1 million in client assets for about ten clients and charges advisory fees based on assets under management, a common billing approach for independent advisers. Investment strategies combine fundamental and technical analysis to construct portfolios of individual stocks, ETFs, mutual funds, and bonds with a generally long‑term orientation, while allowing shorter‑term trades for rebalancing or client needs. Financial planning is typically provided as part of wealth management and can be delivered on a standalone basis, with the advisor coordinating with clients’ other professionals when appropriate. Noteworthy aspects include that the firm was founded in 2024 and operates as a solo advisory practice while the principal also maintains a full‑time role managing a building supply and construction business, a disclosure that may affect time commitments and potential conflicts of interest. The firm participates in an institutional relationship with Charles Schwab that provides technology and other economic benefits to the advisor, and it permits advisor personal trading in the same securities as clients under a formal Code of Ethics and internal review procedures.
To learn more about the advisors currently working at Morgan House Capital, LLC, 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 |
|---|---|---|
East Hartford, CT
| 3
|
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