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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

MORSE CAPITAL PARTNERS, LLC

CRD 146383

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c9db478-9db7-70e1-274a-a7fc6dbac1b4

Data as of Mar 31, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 11
On other graphs: 1
Observed: Apr 3, 2012 to Mar 31, 2025
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Morse Capital Partners, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $246MItem 5.F on the latest filing (2025-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $246M
Private client RAUM: $212MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 347
Individual clients: 103
High net worth clients: 20
SEC number: 801-68819
CRD: 146383
Filings on the tape: 39
First filed: Apr 3, 2012
Latest filed: Mar 31, 2025
Organised: Limited Liability Company, VA
Website: morsecapitalpartners.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Kiebach, Pia, Gertrud	CHIEF COMPLIANCE OFFICER	Na	yes	07/2024	Jul 17, 2024	Jul 17, 2024
MORSE, MARVIN, BRENT	MANAGING MEMBER	D	yes	01/2008	Apr 3, 2012	Jul 17, 2024
FREEMAN, ROBERT, MALLORY	DIRECTOR, SENIOR CONSULTANT	D	no	08/2011	Apr 3, 2012	Jul 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WFA OF SAN DIEGO, LLC	n/a	Independent wealth	$207M	N	yes	n/a
MAVEN CAPITAL, LLC	n/a	Former SEC adviser	$11.9M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 31, 2025	$246M	$246M	4	4	0	n/a	n/a
2023	Mar 28, 2024	$208M	$208M	4	4	0	n/a	n/a
2022	Mar 29, 2023	$195M	$195M	4	4	0	n/a	n/a
2021	Mar 28, 2022	$228M	$228M	4	4	0	n/a	n/a
2020	Mar 31, 2021	$203M	$203M	4	4	1	n/a	n/a
2019	Mar 31, 2020	$139M	$139M	7	4	1	n/a	n/a
2018	Mar 29, 2019	$173M	$147M	7	4	1	n/a	n/a
2017	Feb 6, 2018	$185M	$165M	6	4	2	n/a	n/a
2016	Mar 31, 2017	$126M	$101M	6	4	n/a	n/a	n/a
2015	Mar 23, 2016	$126M	$83.2M	8	5	n/a	n/a	n/a
2014	Mar 27, 2015	$144M	$111M	8	5	n/a	n/a	n/a
2013	Mar 19, 2014	$136M	$94.4M	8	7	n/a	n/a	n/a
2012	Mar 22, 2013	$147M	$112M	8	7	n/a	n/a	n/a
2011	Apr 3, 2012	$130M	$104M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$246M	$208M	18.0%	$228M	2.6%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BLUEPRINT FINANCIAL ADVISORS	2	Nov 10, 2025	Jun 16, 2026	RICHMOND, VA	Team lift out	RIA to RIA	100.0%

Relationships

Affiliated with (3)

→ MAVEN CAPITAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ WFA OF SAN DIEGORegistered adviserother investment adviser, common control
factForm ADV
← HAYDEN ROYALRegistered adviserother investment adviser, common control
factForm ADV

Moved with (1)

→ BLUEPRINT FINANCIAL ADVISORSRegistered adviser2 advisors, team lift out, same day
Nov 10, 2025 to Jun 16, 2026factForm ADV

Registered with (4)

← MARVIN BRENT MORSEAdvisorregistration: previous registration
Feb 3, 2022 to Nov 10, 2025factForm ADV
← ROBERT MALLORY FREEMANAdvisorregistration: previous registration
Feb 1, 2022 to Nov 10, 2025factForm ADV
← LOUIS DAVID DWORSKYAdvisorregistration: previous registration
Dec 16, 2017 to Dec 31, 2021factForm ADV
← GARY LYNN ACKERMANAdvisorregistration: previous registration
Jan 10, 2011 to Sep 22, 2017factForm ADV

Owns (1)

← FREEMAN, ROBERT, MALLORYOwnerDIRECTOR, SENIOR CONSULTANT, ownership code D, individual
Apr 3, 2012 to Jul 17, 2024factForm ADV

Controls (2)

← MORSE, MARVIN, BRENTOwnerMANAGING MEMBER, ownership code D, individual
Apr 3, 2012 to Jul 17, 2024factForm ADV
← Kiebach, Pia, GertrudOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 17, 2024 to Jul 17, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 10, 2025
Team lift-out
2 advisors left Morse Capital Partners, LLC (Richmond, VA) for Blueprint Financial Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Nov 10, 2025
Advisor changed firm
Robert Mallory Freeman left Morse Capital Partners, Llc for Blueprint Financial Advisors (registered 2025-10-01)
Form ADVobserved 4 days ago
Occurred
Nov 10, 2025
Advisor changed firm
Marvin Brent Morse left Morse Capital Partners, Llc for Blueprint Financial Advisors (registered 2026-06-16)
Form ADVobserved 4 days ago
Occurred
Jul 17, 2024
Control person joined
Gertrud Pia Kiebach (Chief Compliance Officer) appeared on Schedule A of Morse Capital Partners, Llc
Form ADVobserved 4 days ago
Occurred
Jul 17, 2024
Control person left
Cooper Ashleigh Swayze (Chief Compliance Officer) no longer on Schedule A of Morse Capital Partners, Llc (listed 2024-04-03, absent 2024-07-17)
Form ADVobserved 4 days ago
Occurred
Apr 15, 2022
Control person joined
Cooper Ashleigh Swayze (Chief Compliance Officer) appeared on Schedule A of Morse Capital Partners, Llc
Form ADVobserved 4 days ago
Occurred
Dec 10, 2021
Control person left
David Louis Dworsky (Managing Member) no longer on Schedule A of Morse Capital Partners, Llc (listed 2021-03-31, absent 2021-12-10)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2020
Control person left
Margaret Sarah Westbrook (Chief Compliance Officer) no longer on Schedule A of Morse Capital Partners, Llc (listed 2020-01-07, absent 2020-03-10)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Margaret Sarah Westbrook (Chief Compliance Officer) appeared on Schedule A of Morse Capital Partners, Llc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person left
Charles Bryan Haft (Chief Compliance Officer) no longer on Schedule A of Morse Capital Partners, Llc (listed 2019-01-18, absent 2019-03-29)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Feb 2, 2026
Morse Capital Partners, Llc no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $246.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c9db478-9db7-70e1-274a-a7fc6dbac1b4
First observed: Apr 3, 2012
Last observed: Mar 31, 2025 17 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MORSE CAPITAL PARTNERS, LLC

CRD 146383

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c9db478-9db7-70e1-274a-a7fc6dbac1b4

Data as of Mar 31, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Kiebach, Pia, Gertrud

CHIEF COMPLIANCE OFFICER

yes

07/2024

Jul 17, 2024

MORSE, MARVIN, BRENT

MANAGING MEMBER

yes

01/2008

Apr 3, 2012

Jul 17, 2024

FREEMAN, ROBERT, MALLORY

DIRECTOR, SENIOR CONSULTANT

08/2011

Apr 3, 2012

Jul 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WFA OF SAN DIEGO, LLC

n/a

Independent wealth

$207M

yes

n/a

MAVEN CAPITAL, LLC

n/a

Former SEC adviser

$11.9M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 31, 2025

$246M

n/a

2023

Mar 28, 2024

$208M

n/a

2022

Mar 29, 2023

$195M

n/a

2021

Mar 28, 2022

$228M

n/a

2020

Mar 31, 2021

$203M

n/a

2019

Mar 31, 2020

$139M

n/a

2018

Mar 29, 2019

$173M

$147M

n/a

2017

Feb 6, 2018

$185M

$165M

n/a

2016

Mar 31, 2017

$126M

$101M

n/a

2015

Mar 23, 2016

$126M

$83.2M

n/a

2014

Mar 27, 2015

$144M

$111M

n/a

2013

Mar 19, 2014

$136M

$94.4M

n/a

2012

Mar 22, 2013

$147M

$112M

n/a

2011

Apr 3, 2012

$130M

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$246M

$208M

18.0%

$228M

2.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BLUEPRINT FINANCIAL ADVISORS

Nov 10, 2025

Jun 16, 2026

RICHMOND, VA

Team lift out

RIA to RIA

100.0%