MORA CAPITAL MANAGEMENT, LLC

CRD 112221File 801-57604

APPROVED

Retail clients

Disclosure events

Filing as of Jun 3, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.90B

Top 25% of cohort (national)

Discretionary AUM

$663.2M

Non-discretionary $1.24B

Clients

685

684 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 9, 2000
Principal office: 1450 BRICKELL AVENUE, SUITE 2900, MIAMI, FL, 33131
Phone: 305-459-5400
Website: HTTP://WWW.Moracm.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.90B
Discretionary AUM: $663.2M
Non-discretionary AUM: $1.24B
Discretionary accounts: 220
Non-discretionary accounts: 464
Total accounts: 684
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	255	$603.9M
High net worth individuals	170	$1.18B
Pooled investment vehicles	1	$41.6M
Individuals (other than high net worth individuals)	259	$83.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	44	49	increased by5
Apr 1, 2026	Clients	719	685	decreased by34
Apr 1, 2026	AUM	$1,839,898,461	$1,904,670,726	increased by$64,772,265
Apr 1, 2026	Accounts	719	684	decreased by35
May 1, 2025 vs Oct 1, 2022	Employees	48	44	decreased by4
May 1, 2025 vs Oct 1, 2022	Clients	1,157	719	decreased by438
May 1, 2025 vs Oct 1, 2022	AUM	$1,587,159,834	$1,839,898,461	increased by$252,738,627
May 1, 2025 vs Oct 1, 2022	Accounts	1,158	719	decreased by439
Sep 1, 2022	Employees	45	48	increased by3
Sep 1, 2022	Clients	1,131	1,157	increased by26
Sep 1, 2022	AUM	$2,770,442,044	$1,587,159,834	decreased by$1,183,282,210
Sep 1, 2022	Accounts	1,133	1,158	increased by25
Apr 1, 2022	Employees	42	45	increased by3
Apr 1, 2022	Clients	873	1,131	increased by258
Apr 1, 2022	AUM	$2,280,009,590	$2,770,442,044	increased by$490,432,454

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MORA CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.