SAN FRANCISCO, CACRD 115060Latest ADV March 30, 2026
Mcmorgan & Company LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $7.6B in regulatory assets under management, 26 employees, 2 offices, and 221 accounts.
Assets Under Management
$7.6B
Employees
26
Offices
2 offices
Total Clients
223
Primary office
SAN FRANCISCO, CA
33 NEW MONTGOMERY STREET, SUITE 2000, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentANNUITY FUNDS, H&W FUNDS, TRAINING FUNDS, ASSOCIATIONS, ETC. represent 64.1% of total clients.
Top client categories% of clientsClients
1
ANNUITY FUNDS, H&W FUNDS, TRAINING FUNDS, ASSOCIATIONS, ETC.
64.1%
143
2
Pension Plans
14.3%
32
3
Individuals
11.7%
26
4
HNWI
6.7%
15
5
Pooled Investment Vehicles
3.1%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.6Bas of March 30, 2026
Discretionary99.9%
$7.6B
100% of total RAUM99.9%
Non-discretionary0.1%
$5M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.6B
Total Accounts221
10Y AUM Change+$1.9B (+32.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee9:1
10Y Employee Change+1 (+4.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.