A complete list of active advisors currently associated with Morningview Capital

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

Morningview Capital offers portfolio management, financial planning and pension consulting to institutional and individual investors, including corporate pension and profit‑sharing plans, foundations and endowments. The brochure notes clients are generally expected to permit discretionary management of at least $250,000 and reports $0 in discretionary assets under management as of January 2025. The firm employs active long and short equity and options strategies, using stock-and-options combinations intended to limit capital at risk relative to a typical equity position while pursuing appreciation. Portfolios are managed on a discretionary basis with frequent trading, and the brochure discloses that trading activity can generate significant turnover, transaction costs, and use of soft‑dollar research and prime‑brokerage arrangements. Noteworthy disclosures include the firm’s explicit offering of pension consulting and the principal’s separate publishing activities for financial websites/newsletters, indicating additional business lines beyond standard institutional portfolio management. The brochure also discloses a 2014 administrative revocation of state registration for failure to pay a renewal fee that was remedied and reinstated in 2015, and that the firm is deemed to have custody subject to California custody procedures.

To learn more about the advisors currently working at Morningview 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.