SourcingSourcing

MORIN PRIVATE CLIENT GROUP, LLC

C45
CRD 154565·SEC 801-71832
AUM
$716.3M
$500M-$1B
Est. Revenue
$7.2M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MORIN PRIVATE CLIENT GROUP, LLC
CRD
154565
SEC file #
801-71832
EIN
—
DBA names
—

Economics

AUM
$716.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$403.7M → $716.3M▲ +77%
Client mix
Individuals Other57
Individuals High Net Worth12
Pension Profit Sharing Plans11

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/in/bob-morin-12313940(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORIN, ROBERT, ARTHUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MORIN, ROBERT, ARTHUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
30,380
Form 5500 Compensation Trajectory 3y
202530,380
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
30,380
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Top Owner CRD
2384249
Trust Company Affiliate
No

People (2)

2
MORIN, ROBERT, ARTHUR
IAR · Direct Owner · 87.5%
2384249
ANN-MARIE Harrington
IAR
5993241