# VANCE, ROBERT, MORGAN

VANCE, ROBERT, MORGAN of SONORA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128678
- Type: SEC-registered investment adviser
- SEC file number: 801-62944
- Location: 14570 MONO WAY, SUITE A, SONORA, CA, 95370
- Phone: (209) 533-8404
- Latest filing: 2012-07-11
- Regulatory AUM: $32.8M
- Discretionary AUM: $32.8M
- Clients: 1
- Accounts: 552

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| VANCE ROBERT MORGAN | MANAGER / CHIEF COMPLIANCE OFFICER; OWNER; OWNER / CCO (+1 more) | — |
| VANCE MARGARET B | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128678/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128678/similar
- Related entities: https://search.stillhousedata.com/firm/128678/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128678

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.