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MCMORGAN & COMPANY LLC
CRD 115060File 801-60509
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.61B
Top 10% of cohort (national)
Discretionary AUM
$7.60B
Non-discretionary $5.3M
Clients
80
221 accounts
Employees
26
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 11, 2001
- Principal office
- 33 NEW MONTGOMERY STREET, SUITE 2000, SAN FRANCISCO, CA, 94105
- Phone
- 415-788-9300
- Website
- HTTP://WWW.MCMORGAN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.61B
- Discretionary AUM
- $7.60B
- Non-discretionary AUM
- $5.3M
- Discretionary accounts
- 220
- Non-discretionary accounts
- 1
- Total accounts
- 221
- AUM per client
- $95.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $12.3M |
| Pooled investment vehicles | 7 | $1.91B |
| Pension and profit sharing plans | 32 | $3.05B |
| Individuals (other than high net worth individuals) | 26 | $4.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SERVICE FEES
- 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
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 223 | 80 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.