# Morgan Stevens

> Morgan Stevens is a fee-only financial advisor at Morgan Stevens Asset Management in Coto De Caza, California. Morgan Stevens Asset Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/morgan-stevens/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Morgan Stevens Asset Management
- **Based in:** Coto De Caza, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $76.4M across 71 accounts
- **CRD:** 6221158 (https://adviserinfo.sec.gov/individual/summary/6221158)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2013), Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.morganasset.com

## Frequently asked questions

### Is Morgan Stevens a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Morgan holds no broker registration, and Morgan Stevens Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Morgan charge for financial advice?

Morgan's firm, Morgan Stevens Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Morgan Stevens based?

Morgan Stevens is based in Coto De Caza, California.

### Is Morgan Stevens registered with the SEC?

Yes. Morgan Stevens is registered as an investment adviser representative in CA and TX (CRD 6221158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Morgan Stevens Asset Management manage?

Morgan Stevens Asset Management reports $76.4M across 71 accounts in assets under management.

### How do I contact Morgan Stevens?

Through Morgan's website, www.morganasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6221158): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.