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They include 144 high-net-worth individuals, 36 individual clients and 11 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Morse Asset Management offer?","answer":"Morse Asset Management provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Morse Asset Management charge?","answer":"Morse Asset Management charges 0.75%–1.25% a year for its Investment advisory services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.","source":"MORSE ASSET MANAGEMENT BROCHURE MARCH 2026, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Morse Asset Management use?","answer":"Morse Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $220M, Citigroup Global Markets Inc. (New York, NY), with $141M and The Bank of New York Mellon (New York, NY), with $95.8M. 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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Morse Asset Management have?","answer":"Morse Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Morse Asset Management invest in?","answer":"At the end of its last fiscal year, Morse Asset Management’s separately managed accounts held 90% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Morse Asset Management have a minimum investment?","answer":"Yes, Morse Asset Management’s minimum account size for its Investment advisory services is $1M.","source":"MORSE ASSET MANAGEMENT BROCHURE MARCH 2026, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Morse Asset Management?","answer":"Morse Asset Management’s direct owners are Ian McLaughlin (10% to 25%), Robert Morse (10% to 25%), Jian Wang (10% to 25%), Lauren Adelman (5% to 10%) and Sarah Morse (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Morse Asset Management get paid?","answer":"Morse Asset Management is paid through a percentage of assets under management. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Morse Asset Management registered with the SEC?","answer":"Yes, Morse Asset Management has been registered with the SEC as an investment adviser since 24 October 2016. Its CRD number is 285650 and its SEC file number is 801-108550.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Morse Asset Management?","answer":"Morse Asset Management’s main office is at 23 Old Kings Highway South, Suite 200, Darien, CT 06820. Its phone number is 646-568-4083. 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