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MORI HUSTON PARTNERS
Legal name: MORI HUSTON PARTNERS LLC
CRD 151260File 801-70587
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.