Morin Private Client Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Morin Private Client Group reports 80 clients. They include 57 individual clients, 12 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 11.3% ($81.3M across 69 accounts) are managed with discretion; $635M across 11 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 6% |
| High-net-worth individuals | 15% | 6% |
| Pension and profit-sharing plans | 14% | 89% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $41.5M | 5.8% | $729K |
| High-net-worth individuals | 12 | $39.8M | 5.6% | $3.31M |
| Pension and profit-sharing plans | 11 | $635M | 88.7% | $57.7M |
| Total | 80 | $716M | 100% | $8.95M |
- Clients
- 57
- Regulatory AUM
- $41.5M
- AUM share
- 5.8%
- Avg. per client
- $729K
- Clients
- 12
- Regulatory AUM
- $39.8M
- AUM share
- 5.6%
- Avg. per client
- $3.31M
- Clients
- 11
- Regulatory AUM
- $635M
- AUM share
- 88.7%
- Avg. per client
- $57.7M
Total
- Clients
- 80
- Regulatory AUM
- $716M
- AUM share
- 100%
- Avg. per client
- $8.95M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Morin Private Client Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Robert Morin owns 75% or more of Morin Private Client Group. The leadership team of Morin Private Client Group includes Chief Compliance Officer Robert Morin. It has 4 employees, 2 of them in advisory roles.
Leadership
- Robert MorinManaging Member and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Ann-Marie Harrington
- Robert Arthur Morin
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Morin Private Client Group, LLC
Robert Morin
Control person · since September 2010
Morin Private Client Group’s regulatory assets grew from $509M (March 2021) to $716M (March 2026); clients fell from 103 to 80 and employees from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $716M | 80 | 4 | 1 |
| April 2025 | $547M | 79 | 3 | 1 |
| March 2024 | $605M | 33 | 4 | 1 |
| June 2023 | $528M | 166 | 4 | 1 |
| May 2022 | $617M | 166 | 4 | 3 |
| March 2021 | $509M | 103 | 5 | 3 |
Besides its headquarters, Morin Private Client Group has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Morin Private Client Group, LLC
- Headquarters
- Not reported
- Website
- mp-cg.com
- Phone
- 833-989-2869
- SEC file
- 801-71832
- Structure
- Wyoming LLC
- Fiscal year end
- December
Morin Private Client Group uses T. Rowe Price Investment Services ($647M) as custodian for its separately managed accounts. Morin Private Client Group does not have custody of client assets.
- T. Rowe Price Investment ServicesT. Rowe Price Investment Services, Inc. · Baltimore, MD · $647M100%
At year end, Morin Private Client Group’s separately managed accounts were mostly in stocks (82%) and cash (14%).
What the accounts hold
- Stocks82%
- Bonds4%
- Cash14%
How many clients does Morin Private Client Group have?
Morin Private Client Group has 80 clients and manages $716 million for them, as of March 2026. They include 57 individual clients, 12 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Morin Private Client Group offer?
Morin Private Client Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Morin Private Client Group use?
Morin Private Client Group’s separately managed account assets are held at T. Rowe Price Investment Services, Inc. (Baltimore, MD), with $647M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Morin Private Client Group have?
Morin Private Client Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Morin Private Client Group invest in?
At the end of its last fiscal year, Morin Private Client Group’s separately managed accounts held 82% exchange-traded equities, 14% cash and equivalents and 4% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Morin Private Client Group?
Morin Private Client Group’s direct owner is Robert Morin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Morin Private Client Group get paid?
Morin Private Client Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Morin Private Client Group?
Its phone number is 833-989-2869. Its website is mp-cg.com.