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| Moreton Asset Management LLC
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|
|---|---|
| CRD # | 133417 |
| SEC # | 801-78112 |
| CIK # | |
| AUM | $4.7 B (2026-01-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 801-869-4200 |
| Address | 40 N 100 E Farmington, UT 84025 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 18 | 0.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 0.4 |
| (i) State or municipal government entities | 103 | 3.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 4.7 |
| By Discretionary | ||
| Discretionary | 167 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 167 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 167 | 4.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FiduciaryVest LLC
✚
|
GA | 4.9 |
|
Compound Planning Inc
✚
|
NY | 4.8 |
|
The Ascent Group LLC
✚
|
VA | 4.8 |
|
IFG Advisory LLC
✚
|
GA | 4.8 |
|
GWN Securities Inc
✚
|
FL | 4.8 |
|
Capital Asset Advisory Services LLC
✚
|
MI | 4.6 |
|
Baker Tilly Wealth Management LLC
✚
|
WI | 4.6 |
|
BTC Capital Management Inc
✚
|
IA | 4.6 |
|
Goelzer Investment Management Inc
✚
|
IN | 4.5 |
|
Clifford Swan Investment Counsel LLC
✚
|
CA | 4.5 |