MORSE CAPITAL PARTNERS, LLC

RICHMOND, Virginia·3 registered advisors·CRD# 146383

SEC# 801-688190804.888.7771

01

Firm Overview

AUM

$208M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Other: FINANCIAL PLANNING FEE

03

Specialties

Financial Planning Investment Management

04

Advisors at MORSE CAPITAL PARTNERS, LLC

3 registered advisors

Gary Lynn Ackerman

RICHMOND, Virginia

Marvin Brent Morse

RICHMOND, Virginia

Robert Mallory Freeman

RICHMOND, Virginia

05

Office Locations

RICHMOND, Virginia

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Data sourced from SEC Form ADV filings. MORSE CAPITAL PARTNERS, LLC (CRD# 146383) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.