# MORETON ASSET MANAGEMENT, LLC

MORETON ASSET MANAGEMENT, LLC of FARMINGTON, UT is an SEC-registered investment adviser.

## Registration

- CRD: 133417
- Type: SEC-registered investment adviser
- SEC file number: 801-78112
- Location: 40 N 100 E, FARMINGTON, UT, 84025
- Phone: 801-869-4200
- Latest filing: 2026-01-26
- Regulatory AUM: $4.7B
- Discretionary AUM: $4.7B
- Clients: 5
- Accounts: 167

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Andrew James Robbins | CHIEF COMPLIANCE OFFICER | — |
| Jordan Christopher Hansen | MANAGING MEMBER | — |
| Jason Mark Williams | MANAGING MEMBER | — |
| William Roger Moreton | MEMBER | — |
| HANSEN MARK C | MANAGING PARTNER | — |
| WILLIAMS NICHOLAS MARK | MANAGING MEMBER; PRESIDENT; PRESIDENT AND MANAGING PARTNER | — |
| HANSEN BRIAN CHRISTOPHER | MANAGING MEMBER | — |
| MORETON WILLIAM R | MINORITY EQUITY OWNER | — |
| ROBBINS ANDREW JAMES | CCO AND QUALIFYING OFFICER; CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| MORETON WILLIAM ROGER | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133417/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133417/similar
- Related entities: https://search.stillhousedata.com/firm/133417/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133417

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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.