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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

MORETON ASSET MANAGEMENT, LLC

CRD 133417

FARMINGTON, UT

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:d38362fb-d316-c896-0b73-4acf41085a6f

Data as of Jan 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 12
On other graphs: 0
Observed: May 20, 2013 to Jan 26, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $4.7BItem 5.F on the latest filing (2026-01-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 167
SEC number: 801-78112
CRD: 133417
Filings on the tape: 31
First filed: May 20, 2013
Latest filed: Jan 26, 2026
Organised: Limited Liability Company, UT
Website: moretonadvisors.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
HANSEN, JORDAN, CHRISTOPHER	MANAGING MEMBER	B	yes	03/2012	May 20, 2013	Jul 23, 2024
MORETON, WILLIAM, ROGER	Member	C	yes	10/2004	May 20, 2013	Jul 23, 2024
ROBBINS, ANDREW, JAMES	CHIEF COMPLIANCE OFFICER	C	yes	03/2012	May 20, 2013	Jul 23, 2024
WILLIAMS, JASON, MARK	MANAGING MEMBER	C	yes	03/2012	May 20, 2013	Jul 23, 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
MORETON CAPITAL MARKETS, LLC	n/a	n/a	n/a	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
2025	Jan 26, 2026	$4.7B	$4.7B	5	5	0	n/a	n/a
2024	Apr 22, 2025	$4.1B	$4.1B	7	6	0	n/a	n/a
2023	Feb 29, 2024	$3.8B	$3.8B	5	5	0	n/a	n/a
2022	Mar 2, 2023	$3.5B	$3.5B	6	6	0	n/a	n/a
2021	Mar 14, 2022	$2.5B	$2.5B	6	6	0	n/a	n/a
2020	Feb 17, 2021	$2.0B	$2.0B	5	5	1	n/a	n/a
2019	Feb 6, 2020	$1.9B	$1.9B	6	5	1	n/a	n/a
2018	Jan 22, 2019	$1.7B	$1.7B	6	5	0	n/a	n/a
2017	Jan 31, 2018	$1.0B	$1.0B	6	4	0	n/a	n/a
2016	Feb 1, 2017	$724M	$724M	6	4	n/a	n/a	n/a
2015	Feb 16, 2016	$582M	$571M	6	4	n/a	n/a	n/a
2014	Feb 10, 2015	$411M	$397M	6	4	n/a	n/a	n/a
2013	Feb 14, 2014	$257M	$254M	7	5	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	5	-5	n/a	0	0	0	0	5

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
2025	$4.7B	$4.1B	14.4%	$3.5B	10.1%	5	7	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
MEEDER PUBLIC FUNDS, INC.	5	Apr 10, 2026	Feb 27, 2026	FARMINGTON, UT	Firm absorbed	Other	100.0%

Relationships

Registered with (13)

← JASON MARK WILLIAMSAdvisorregistration: previous registration
May 16, 2019 to Apr 10, 2026factForm ADV
← ANDREW JAMES ROBBINSAdvisorregistration: previous registration
May 15, 2019 to Apr 10, 2026factForm ADV
← JORDAN CHRISTOPHER HANSENAdvisorregistration: previous registration
May 16, 2019 to Apr 10, 2026factForm ADV
← Daniel Victor RuskAdvisorregistration: previous registration
Apr 11, 2022 to Apr 10, 2026factForm ADV
← Jace Theodore RichardsAdvisorregistration: previous registration
Mar 25, 2025 to Apr 10, 2026factForm ADV
← Benjamin Ray SehyAdvisorregistration: previous registration
May 16, 2019 to Sep 6, 2022factForm ADV
← MARCUS ANDERSON NIELDAdvisorregistration: previous registration
Sep 21, 2021 to Feb 28, 2022factForm ADV
← DAWN CAMILLE DACHENHAUSENAdvisorregistration: previous registration
May 16, 2019 to Oct 29, 2020factForm ADV
← RONALD DAVID NEWAdvisorregistration: previous registration
May 17, 2019 to Nov 26, 2019factForm ADV
← RICHARD H TANNERAdvisorregistration: previous registration
Jan 25, 2005 to Jul 12, 2011factForm ADV
← CHAD JAMES LARSENAdvisorregistration: previous registration
Jan 18, 2006 to Jan 9, 2008factForm ADV
← Mathew Corey WhiteheadAdvisorregistration: previous registration
Feb 21, 2007 to Jan 9, 2008factForm ADV
← Eric Matthew SholbergAdvisorregistration: previous registration
Jan 4, 2006 to Apr 19, 2006factForm ADV

Moved with (1)

→ MEEDER PUBLIC FUNDS, INC.Registered adviser4 advisors, firm absorbed, same day
Apr 10, 2026 to Feb 27, 2026factForm ADV

Controls (4)

← WILLIAMS, JASON, MARKOwnerMANAGING MEMBER, ownership code C, individual
May 20, 2013 to Jul 23, 2024factForm ADV
← MORETON, WILLIAM, ROGEROwnerMEMBER, ownership code C, individual
May 20, 2013 to Jul 23, 2024factForm ADV
← ROBBINS, ANDREW, JAMESOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
May 20, 2013 to Jul 23, 2024factForm ADV
← HANSEN, JORDAN, CHRISTOPHEROwnerMANAGING MEMBER, ownership code B, individual
May 20, 2013 to Jul 23, 2024factForm ADV

Dated events

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

Occurred
Apr 10, 2026
Firm absorbed
Moreton Asset Management, LLC's advisors moved to Meeder Public Funds, Inc. (Farmington, UT): 4 of 5 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Apr 10, 2026
Advisor changed firm
Daniel Victor Rusk left Moreton Asset Management, Llc for Meeder Public Funds, Inc. (registered 2026-02-27)
Form ADVobserved 5 days ago
Occurred
Apr 10, 2026
Advisor changed firm
Jace Theodore Richards left Moreton Asset Management, Llc for Meeder Public Funds, Inc. (registered 2026-02-27)
Form ADVobserved 5 days ago
Occurred
Apr 10, 2026
Advisor changed firm
Andrew James Robbins left Moreton Asset Management, Llc for Meeder Public Funds, Inc. (registered 2026-02-27)
Form ADVobserved 5 days ago
Occurred
Apr 10, 2026
Advisor changed firm
Jason Mark Williams left Moreton Asset Management, Llc for Meeder Public Funds, Inc. (registered 2026-02-27)
Form ADVobserved 5 days ago
Occurred
Apr 10, 2026
Advisor changed firm
Jordan Christopher Hansen left Moreton Asset Management, Llc for Meeder Public Funds, Inc. (registered 2026-02-27)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2023
Regulatory AUM changed
Moreton Asset Management, Llc reported RAUM $3.5B, up 42% from $2.5B (2022-03-14 to 2023-03-02)
Form ADVobserved 5 days ago
$1.0B
Occurred
Sep 6, 2022
Advisor changed firm
Benjamin Ray Sehy left Moreton Asset Management, Llc for Meeder Public Funds, Inc. (registered 2022-09-09)
Form ADVobserved 5 days ago
Occurred
Feb 28, 2022
Advisor changed firm
Marcus Anderson Nield left Moreton Asset Management, Llc for D.A. Davidson & Co. (registered 2022-03-09)
Form ADVobserved 5 days ago
Occurred
Jan 22, 2019
Regulatory AUM changed
Moreton Asset Management, Llc reported RAUM $1.7B, up 63% from $1.0B (2018-01-31 to 2019-01-22)
Form ADVobserved 5 days ago
$640M
Occurred
May 20, 2013
First Form ADV filing
Moreton Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jun 1, 2026
Moreton Asset Management, Llc no longer on the SEC adviser roster (last listed 2026-05-01, RAUM $4.7B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d38362fb-d316-c896-0b73-4acf41085a6f
First observed: May 20, 2013
Last observed: Jan 26, 2026 7 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.

MORETON ASSET MANAGEMENT, LLC

CRD 133417

FARMINGTON, UT

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:d38362fb-d316-c896-0b73-4acf41085a6f

Data as of Jan 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HANSEN, JORDAN, CHRISTOPHER

MANAGING MEMBER

yes

03/2012

May 20, 2013

Jul 23, 2024

MORETON, WILLIAM, ROGER

Member

yes

10/2004

May 20, 2013

Jul 23, 2024

ROBBINS, ANDREW, JAMES

CHIEF COMPLIANCE OFFICER

yes

03/2012

May 20, 2013

Jul 23, 2024

WILLIAMS, JASON, MARK

MANAGING MEMBER

yes

03/2012

May 20, 2013

Jul 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MORETON CAPITAL MARKETS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 26, 2026

$4.7B

n/a

2024

Apr 22, 2025

$4.1B

n/a

2023

Feb 29, 2024

$3.8B

n/a

2022

Mar 2, 2023

$3.5B

n/a

2021

Mar 14, 2022

$2.5B

n/a

2020

Feb 17, 2021

$2.0B

n/a

2019

Feb 6, 2020

$1.9B

n/a

2018

Jan 22, 2019

$1.7B

n/a

2017

Jan 31, 2018

$1.0B

n/a

2016

Feb 1, 2017

$724M

n/a

2015

Feb 16, 2016

$582M

$571M

n/a

2014

Feb 10, 2015

$411M

$397M

n/a

2013

Feb 14, 2014

$257M

$254M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.7B

$4.1B

14.4%

$3.5B

10.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MEEDER PUBLIC FUNDS, INC.

Apr 10, 2026

Feb 27, 2026

FARMINGTON, UT

Firm absorbed

Other

100.0%