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Robert Paul Morgan

50 SOUTH CAPITAL ADVISORS, LLC·CHICAGO, Illinois
Unclaimed Profile
50 S LASALLE STREET, CHICAGO, IL 60603-1008CRD# 4368445Firm CRD# 174762
01

About

Robert Paul Morgan is a registered financial advisor based in CHICAGO, Illinois, affiliated with 50 SOUTH CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
50 SOUTH CAPITAL ADVISORS, LLC
50 SOUTH CAPITAL ADVISORS, LLC
AUM
$12.0B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at 50 SOUTH CAPITAL ADVISORS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4368445
Firm CRD# 174762
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Paul Morgan offer?
Robert Paul Morgan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Robert Paul Morgan's credentials?
Robert Paul Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Paul Morgan located?
Robert Paul Morgan is based in CHICAGO, Illinois, working with 50 SOUTH CAPITAL ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Robert Paul Morgan charge for services?
Robert Paul Morgan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 50 SOUTH CAPITAL ADVISORS, LLC?
50 SOUTH CAPITAL ADVISORS, LLC has approximately 54 employees and manages $12.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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