Morse Capital Partners, LLC

Morse Capital Partners, LLC (CRD# 146383) is a financial advisory firm headquartered in Richmond, VA. They manage $125,737,516 in 131 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $959,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

NC, NY, VA

Financial Advisors at Morse Capital Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert M. Freeman
CRD#: 2788977
8814 Fargo Road, Richmond, VA 23229
105
Wealthminder
score
Robert Freeman (CRD# 2788977) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Richmond, VA and has over 20 years of experience in the finance industry. Robert Freeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Gene A. Miller
CRD#: 4078609
8814 Fargo Road, Richmond, VA 23229
96
Wealthminder
score

Gene Miller (CRD# 4078609) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Richmond, VA and has over 16 years of experience in the finance industry. Gene Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marvin B. Morse
CRD#: 2413098
8814 Fargo Road, Richmond, VA 23229
96
Wealthminder
score

Marvin Morse (CRD# 2413098) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Richmond, VA and has over 23 years of experience in the finance industry.

4
Gary L. Ackerman
CRD#: 4668422
8814 Fargo Road, Richmond, VA 23229
83
Wealthminder
score

Gary Ackerman (CRD# 4668422) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Richmond, VA and has over 13 years of experience in the finance industry.

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