RIA Intel›Advisers›Oregon›MORLEY CAPITAL MANAGEMENT, INC.

MORLEY CAPITAL MANAGEMENT, INC.

Advisory

N·PORTLAND, OR

Data as of Mar 23, 2018 · Source: SEC Form ADV

Total AUM

$17.0B

1-Year AUM Growth

-3.7%

3-Year CAGR

-0.1%

Employees

13

Assets Under Management

Total AUM$17.0B

Discretionary AUM$13.7B

Non-Discretionary AUM$3.3B

Discretionary %80.7%

Total Clients—

Team

Total Employees13

Investment Advisers27

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingJan 29, 2001

Latest FilingMar 23, 2018

🔒 Full AUM trend chart and 38 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MORLEY CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.