Mcmorgan & Company LLC
SAN FRANCISCO, CA
Form ADV and provider website profile · CRD 115060 · regulatory data as of Sep 16, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Mcmorgan & Company LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$7.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
221Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$7.6BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$5MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$7.6BTotal Firm AUM
$7.6BDiscretionary AUM
$5MNon-discretionary AUM
221Total accounts
220Discretionary accounts
1Non-discretionary accounts
Client Mix by Firm AUM
$7.6BFirm AUM
Retirement Plans40.0%
Other34.6%
Other Pooled Vehicles25.1%
High-Net-Worth0.2%
Individuals0.1%
Reported Client Types
Source: Form ADV client recordsRetirement Plans40.0%
32 clients$3.0B firm assets
Other34.6%
143 clients$2.6B firm assets
Other Pooled Vehicles25.1%
7 clients$1.9B firm assets
High-Net-Worth0.2%
15 clients$12M firm assets
Individuals0.1%
26 clients$5M firm assets
Reported total223 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $3.0B | 32 | 40.0% |
| Other | $2.6B | 143 | 34.6% |
| Other Pooled Vehicles | $1.9B | 7 | 25.1% |
| High-Net-Worth | $12M | 15 | 0.2% |
| Individuals | $5M | 26 | 0.1% |
| Reported total | $7.6B | 223 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…