Mcmorgan & Company LLC
SEC RegisteredBeyond Investing
About the firm
Since its founding in 1969, McMorgan & Company has helped secure the financial future of its clients while supporting the causes and initiatives they value most. The firm manages approximately $10.9 billion in assets and offers an investment platform spanning equity, fixed income, real estate, and alternatives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
McMorgan offers an investment platform including equity, fixed income, real estate, and alternatives asset classes, as well as services such as OCIO, bundled retirement plans, and fiduciary services. The platform includes both proprietary strategies and third-party managed products.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26 | $4.9M |
| High Net Worth Individuals | 15 | $12M |
| Pension/Profit Sharing Plans | 7 | $1.9B |
| Charitable Organizations | 32 | $3.0B |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| MAP - under $2M | 0.60% |
| MAP - $2M to $10M | 0.40% |
| MAP - over $10M | 0.30% |
| Private RE Fund (MNCVAD II) - first $100M | 1.25% |
| Private RE Fund (MNCVAD II) - over $100M | 1.00% |
| Infrastructure Fund I | 1.00% |
| Infrastructure Fund II | 1.00% |
| McMorgan Opportunity Fund | 1.00% |
| Vickers Fund VI base rate | 2.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mcmorgan & Company LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched