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MORI HUSTON PARTNERS
Legal name: MORI HUSTON PARTNERS LLC
CRD 151260File 801-70587
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$241.6M
Below cohort median (national)
Discretionary AUM
$146.8M
Non-discretionary $94.8M
Clients
72
72 accounts
Employees
2
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 22, 2009
- Principal office
- 1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131
- Phone
- 305-856-9304
- Website
- HTTP://WWW.MORIHUSTON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $241.6M
- Discretionary AUM
- $146.8M
- Non-discretionary AUM
- $94.8M
- Discretionary accounts
- 60
- Non-discretionary accounts
- 12
- Total accounts
- 72
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.4M |
| High net worth individuals | 68 | $210.3M |
| Pooled investment vehicles | 1 | $26.0M |
| Pension and profit sharing plans | Fewer than 5 | $3.6M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $364K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- Yes
- 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 1, 2026 | Employees | 3 | 2 | decreased by1 |
| Mar 1, 2026 | Clients | 41 | 72 | increased by31 |
| Mar 1, 2026 | AUM | $227,922,702 | $241,621,242 | increased by$13,698,540 |
| Mar 1, 2026 | Accounts | 71 | 72 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 41 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $173,507,909 | $227,922,702 | increased by$54,414,793 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 61 | 71 | increased by10 |
| Apr 1, 2022 | Clients | 23 | 29 | increased by6 |
| Apr 1, 2022 | AUM | $165,674,740 | $173,507,909 | increased by$7,833,169 |
| Apr 1, 2022 | Accounts | 56 | 61 | increased by5 |
| 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 “MORI HUSTON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORI HUSTON” 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.