Morningview Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MorningView Capital provides financial planning, portfolio management for individuals and small businesses, investment recommendations, and pension consulting. It indicates it serves a broad set of client types, including individuals, high-net-worth persons, trusts, estates, pension and profit-sharing plans, charitable organizations, foundations, endowments, and business entities.
The firm says it tailors advice to each client's objectives, risk tolerance, time horizon, liquidity needs, and any written restrictions, and may manage accounts on a discretionary basis when authorized. Its analysis and strategy set includes fundamental, technical, and quantitative review and may employ long and short equity positions, ETFs, mutual funds, options strategies, and cash management, with accompanying risks such as option expiration and potential losses on short positions.
The brochure notes the firm had no active client accounts or regulatory assets under management as of December 31, 2025 and was not charging advisory fees at that time. It also discloses that the firm's principal operates an outside online media and AI/SaaS business that runs financial websites and newsletters—an outside activity the firm flags as a potential conflict and that may involve subscription-style offerings—and that the firm offers pension consulting, a service less common among similar independent advisers.
Client services
Expertise
Fee options
1.50% per year, billed quarterly in advance
Account minimum: $250,000 (may be waived at firm's discretion)
Main office
West Hills CA
Advisors at this office
1
Most active in
California
Also doing business as
Captivate Media, Inc. · Morningview Capital · Morningview Capital, Inc.
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
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