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.

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.

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
Jack Brown	East Granby, CT	3

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