Morgan Stevens
Morgan Stevens Asset Management · Coto De Caza, California
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.
Request an introduction to Morgan →
Facts
| Firm | Morgan Stevens Asset Management |
|---|---|
| Based in | Coto De Caza, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $76.4M across 71 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6221158 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.morganasset.com |
| Profile |
How Morgan's firm compares
- Morgan Stevens Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 71 accounts).
Request an introduction to Morgan
Tell Morgan a little about what you're looking for. Morgan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Morgan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.