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MCMORGAN & COMPANY LLC
CRD 115060File 801-60509
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 223 | 80 | decreased by143 |
| Apr 1, 2026 | Employees | 29 | 26 | decreased by3 |
| Apr 1, 2026 | Clients | 238 | 223 | decreased by15 |
| Apr 1, 2026 | AUM | $7,421,647,589 | $7,609,155,605 | increased by$187,508,016 |
| Apr 1, 2026 | Accounts | 238 | 221 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 29 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 193 | 238 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,339,730,461 | $7,421,647,589 | increased by$81,917,128 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 193 | 238 | increased by45 |
| Apr 1, 2022 | Employees | 29 | 30 | increased by1 |
| Apr 1, 2022 | Clients | 148 | 193 | increased by45 |
| Apr 1, 2022 | AUM | $7,003,794,941 | $7,339,730,461 | increased by$335,935,520 |
| Apr 1, 2022 | Accounts | 148 | 193 | increased by45 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCMORGAN COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCMORGAN COMPANY” 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.