Asset manager
Morin Private Client Group, LLC
SEC-registered investment adviser · CRD 154565 · SEC 801-71832
At a glance
Morin Private Client Group, LLC is an SEC-registered investment adviser based in United States, with $716 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 69 individual clients. By Form ADV it is a asset manager, ranked 1,525th of 3,218 asset managers and 6,473rd of 17,210 SEC-registered advisers by assets.
mp-cg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $716M
- Rank among asset managers
- #1,525 of 3,218
- Rank among all SEC RIAs
- #6,473 of 17,210
- Individual clients
- 69
- High-net-worth clients
- 12
- Accounts
- 80
- Discretionary
- 11% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Robert A. MorinManaging Member and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Morin Private Client Group, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Morin is a registered representative of Purshe Kaplan Sterling Investments, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 11 | $635M | 89% |
| Individuals | 57 | $42M | 6% |
| High-net-worth individuals | 12 | $40M | 6% |
Disciplinary disclosures
Morin Private Client Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mp-cg.com ↗
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The full record on Morin Private Client Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,011 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Morin Private Client Group, LLC manage?
Morin Private Client Group, LLC reports $716 million in regulatory assets under management across 80 accounts, 11% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Morin Private Client Group, LLC?
Morin Private Client Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Morin Private Client Group, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($635 million, 11 clients); individuals ($42 million, 57 clients); high-net-worth individuals ($40 million, 12 clients).
Does Morin Private Client Group, LLC have any disciplinary history?
Morin Private Client Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Morin Private Client Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →