Mori Huston Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated February 10, 2026, reports $242M in regulatory assets under management, 3 employees, and 72 accounts.
Assets Under Management
$242M
Employees
3
Offices
--
Total Clients
72
Primary office
MIAMI, FL
1450 BRICKELL AVENUE, SUITE 2160, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.4% of total clients.
Top client categories% of clientsClients
1
HNWI
94.4%
68
2
Individuals
1.4%
1
3
Pooled Investment Vehicles
1.4%
1
4
Pension Plans
1.4%
1
5
Corporations
1.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of February 10, 2026
Discretionary60.8%
$147M
61% of total RAUM60.8%
Non-discretionary39.2%
$95M
39% of total RAUM39.2%
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.
Total AUM$242M
Total Accounts72
10Y AUM Change+$76M (+46.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* 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.