Morley Capital Management, Inc.

Morley Capital Management, Inc. (CRD# 105339) is a financial advisory firm headquartered in Portland, OR. They manage $16,696,393,854 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,696
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $927,577,436
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Morley Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Shane C. Johnston
CRD#: 4319809
1300 Sw Fifth Avenue, Suite 3300, Portland, OR 97201
93
Wealthminder
score

Shane Johnston (CRD# 4319809) is an Investment Advisor Representative working at Morley Capital Management, Inc. in Portland, OR and has over 14 years of experience in the finance industry.

2
Karen L. McAfee
CRD#: 3024271
5665 Sw Meadows Rd., Suite 400, Lake Oswego, OR 97035
93
Wealthminder
score

Karen McAfee (CRD# 3024271) is an Investment Advisor Representative working at Morley Capital Management, Inc. in Lake Oswego, OR and has over 18 years of experience in the finance industry.

3
Brett K. Okamoto
CRD#: 5015165
1300 Sw Fifth Avenue, Suite 3300, Portland, OR 97201
93
Wealthminder
score

Brett Okamoto (CRD# 5015165) is an Investment Advisor Representative working at Morley Capital Management, Inc. in Portland, OR and has over 10 years of experience in the finance industry.

4
Perpetua M. Phillips
CRD#: 2191313
5665 Sw Meadows Rd., Suite 400, Lake Oswego, OR 97035
93
Wealthminder
score

Perpetua Phillips (CRD# 2191313) is an Investment Advisor Representative working at Morley Capital Management, Inc. in Lake Oswego, OR and has over 24 years of experience in the finance industry.

5
Mark R. Kummerer
CRD#: 5234058
1300 Sw Fifth Avenue, Suite 3300, Portland, OR 97201
90
Wealthminder
score

Mark Kummerer (CRD# 5234058) is an Investment Advisor Representative working at Morley Capital Management, Inc. in Portland, OR and has 1 year of experience in the finance industry.

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