Morse Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Darien, CT. Its latest Form ADV filing, dated March 31, 2026, reports $534M in regulatory assets under management, 6 employees, and 287 accounts.
Assets Under Management
$534M
Employees
6
Offices
--
Total Clients
198
Primary office
DARIEN, CT
23 OLD KINGS HIGHWAY SOUTH, SUITE 200, DARIEN, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.7% of total clients.
Top client categories% of clientsClients
1
HNWI
72.7%
144
2
Individuals
18.2%
36
3
Charitable
5.6%
11
4
Corporations
3.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$534Mas of March 31, 2026
Discretionary100.0%
$534M
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.
Total AUM$534M
Total Accounts287
10Y AUM Change+$225M (+73.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee33:1
10Y Employee Change-1 (-14.3%)
* 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.