FARMINGTON, UTCRD 133417Latest ADV January 26, 2026
Moreton Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington, UT. Its latest Form ADV filing, dated January 26, 2026, reports $4.7B in regulatory assets under management, 5 employees, and 167 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentGovernment represent 61.7% of total clients.
Top client categories% of clientsClients
1
Government
61.7%
103
2
Corporations
16.2%
27
3
Charitable
11.4%
19
4
Banks
10.8%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of January 26, 2026
Discretionary100.0%
$4.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.7B
Total Accounts167
10Y AUM Change+$4.0B (+550.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change-1 (-16.7%)
* 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.