Morse Asset Management, Inc.
- Regulatory AUM
- $534M
- Discretionary
- $534M
- Clients
- 198
- Avg AUM / client
- $2.7M
- Accounts
- 287
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $53.2M | 9.96% |
| High net worth individuals | 144 | $413M | 77.3% |
| Charitable organizations | 11 | $64.8M | 12.1% |
| Corporations and other businesses | 7 | $3.2M | 0.59% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morse, Robert, Bradley | President | Sep 2016 (10y) | 10% – 25% | |
| Adelman, Lauren, Koby | Vice President | Jan 2017 (10y) | 5% – 10% | |
| Wang, Jian, H | Vice President & Treasurur | Jan 2017 (10y) | 10% – 25% | |
| Mclaughlin, Ian, Andrew | Chief Compliance Officer & Executive Vice President | Mar 2017 (9y) | 10% – 25% | |
| Morse, Sarah, Cummings | Owner | May 2021 (5y) | 50% – 75% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $220M (41% of AUM) Mar 2026
- Citigroup Global Markets Inc. $141M (26% of AUM) Mar 2026
- BNY Mellon $95.8M (18% of AUM) Mar 2026
- UBS $64.1M (16% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗