Unclaimed Profile

Maximillian Andrew Morgan

20/20 CAPITAL MANAGEMENT, INC·COSTA MESA, California

SIE, Series 7, Series 63, Series 659 years registered20/20 CAPITAL MANAGEMENT, INC

940 SOUTH COAST DRIVE, COSTA MESA, CA 92626CRD# 5266876Firm CRD# 281692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maximillian Andrew Morgan · COSTA MESA, CA

Registration

CRD #5266876 · 20/20 CAPITAL MANAGEMENT, INC · 9 years registered

Brand Profile

Not yet started

Career History

LOOKAHEAD WEALTH LLC

Feb 2025 – present

TITUS FINANCIAL, INC.

Nov 2023 – Aug 2011

West Linn, OR

20/20 CAPITAL MANAGEMENT, INC

Feb 2020 – Jul 2020

West Linn, OR

INVESTMENT DESIGN MANAGEMENT

Apr 2017 – Dec 2024

WEST LINN, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 24, 2017

Years registered · 9

Disclosure History

2025Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

20/20 CAPITAL MANAGEMENT, INC

CRD 281692 · SEC 801-106924

AUM

$677M

Regulatory assets under management

Employees

2,427 client accounts

Services offered by 20/20 CAPITAL MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 20/20 CAPITAL MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Maximillian Andrew Morgan offer?

Maximillian Andrew Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.

What are Maximillian Andrew Morgan's credentials?

Maximillian Andrew Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maximillian Andrew Morgan located?

Maximillian Andrew Morgan is based in COSTA MESA, California, working with 20/20 CAPITAL MANAGEMENT, INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Maximillian Andrew Morgan charge for services?

Maximillian Andrew Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: advicepay monthly qtrly subscription. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 20/20 CAPITAL MANAGEMENT, INC?

20/20 CAPITAL MANAGEMENT, INC has approximately 38 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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