Overview

Headquarters
Miami, FL
Total Firm Assets
$1.9 billion
Average High-Net-Worth Client Portfolio Size
$6.9 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: MORA CAPITAL MANAGEMENT - FORM ADV PART 2A (2026-04-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 2.00%
$500,001 $1,000,000 1.50%
$1,000,001 $5,000,000 1.00%
$5,000,001 $20,000,000 0.75%
$20,000,001 $50,000,000 0.60%
$50,000,001 and above 0.50%

Stated Minimum Annual Fee: $2,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $17,500 1.75%
$5 million $57,500 1.15%
$10 million $95,000 0.95%
$50 million $350,000 0.70%
$100 million $600,000 0.60%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
61.73%
Number of High-Net-Worth Clients
170
Total Client Accounts
684
Discretionary Accounts
220
Non-Discretionary Accounts
464

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
112221
  • MORA CAPITAL MANAGEMENT - FORM ADV PART 2A (2026-04-14) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions