MORGAN CAPITAL GROUP LLC

MORGAN CAPITAL GROUP LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 307004). Regulatory assets under management: $100K.

Registration

• CRD: 307004
• Type: Registered investment adviser
• Location: 2300 LAKEVIEW PARKWAY, ALPHARETTA, GA, 30009
• Phone: 678-333-9406
• Latest filing: 2026-02-27
• Regulatory AUM: $100K
• Discretionary AUM: $100K
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307004 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search