Moreton Asset Management, LLC
CRD 133417SEC# 801-78112Farmington, UT
No longer SEC-registered. Moreton Asset Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.71B
Employees
5
Accounts
167
Location
Farmington, UT
Moreton Asset Management, LLC assets under management
Moreton Asset Management, LLC is an investment advisory firm registered with the SEC based in Farmington, UT. It reports $4.7 billion in regulatory assets under management and employs 5 people.
Moreton Asset Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Robbins Control | Chief Compliance Officer | 25-50% | 2012 |
| Jason Mark Williams Control | Managing Member | 25-50% | 2012 |
| Jordan Christopher Hansen Control | Managing Member | 10-25% | 2012 |
Frequently asked questions
How much does Moreton Asset Management, LLC manage?
Moreton Asset Management, LLC reports $4.7 billion in regulatory assets under management on its Form ADV.
How many employees does Moreton Asset Management, LLC have?
Moreton Asset Management, LLC reports 5 employees.
Where is Moreton Asset Management, LLC located?
Moreton Asset Management, LLC is based in Farmington, UT.
Does Moreton Asset Management, LLC disclose fund performance?
Moreton Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 N 100 E, Farmington, UT 84025 |
| Office hours | 7:a.m. 4:p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$4.71B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$4.71Bregulatory AUM
Discretionary $4.71B