# Morse Group Investment Advisors

> Morse Group Investment Advisors is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 310689
- Filed as: MORSE GROUP INVESTMENT ADVISORS
- Legal name: Morse Group Investment Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310689
- AdvisorCensus page: https://advisorcensus.com/firm/morse-group-investment-advisors-310689

## Quick answers

**How is Morse Group Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Morse Group Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Morse Group Investment Advisors registered with the SEC or a state?**
Morse Group Investment Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310689.

**How much does Morse Group Investment Advisors manage?**
Morse Group Investment Advisors reports $19,433,536 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**Does Morse Group Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310689

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $19,433,536
- Discretionary: $19,433,536
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,825,327 |
| High net worth individuals | Fewer than 5 | $17,608,209 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [morse-group.com](https://morse-group.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morse Group Investment Advisors (CRD 310689): Form ADV filing data as of October 2026.