Morphicapital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
MorphiCapital (Money Morphic, LLC) provides investment advisory and financial planning services to individuals and high‑net‑worth clients through tiered advisory plans (Private, Growth, and Essential) and standalone financial plans with limited post‑delivery support. The firm prepares Investment Policy Statements, offers ongoing portfolio monitoring, and serves as portfolio manager and sponsor of a wrap fee program.
MorphiCapital’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods with a long‑term trading orientation, tailoring model allocations to client risk tolerances and objectives. The firm generally recommends mutual funds, ETFs, fixed income, real estate funds, annuities, commodities, and select non‑U.S. securities, implements discretionary management, and directs clients to use a specified custodian for account execution and custody.
Distinctive features include acting as a wrap fee program sponsor—an arrangement relatively uncommon among peers—and offering point‑in‑time, fixed‑price financial plans that can be credited against later advisory engagements. The firm also reports no assets under management as of March 2025 while maintaining managed advisory offerings and a mix of percentage‑of‑AUM and fixed planning fee arrangements.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Private / alternative investments
Fee options
Morphic Advanced Financial Plan: $10,000; Morphic Enhanced Financial Plan: $5,000; Morphic Essential Financial Plan: $2,500
$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60% $0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001+: 0.70% $0 - $1,000,000: 1.00% $1,000,001+: 0.85%
Account minimum: $500,000 Minimum fee: Morphicapital Private: $18,000 annually; Morphicapital Growth: $10,000 annually; Morphicapital Essential: $5,000 annually (minimum annual charge if investment minimum not met)
Main office location
Morphicapital
2162 E Williams Field Rd., Ste. 111
Gilbert AZ 85295, United States
Number of offices
1
Most active in
Morphicapital has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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