SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Mori Huston Partners
Miami, FL
Mori Huston Partners LLC, CRD 151260
Firm filing updated September 9, 2026 ·
- $241.6MAssets
- 2Advisory staff
- 72Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals68
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $364,397 |
| High net worth individuals | 68 | $210.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $26.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $3.6 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "CORPORATE AND ADMINISTRIVE SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "CORPORATE AND ADMINISTRIVE SERVICES"
Assets and accounts
- Regulatory assets$241.6 million
- Accounts72
- Discretionary$146.8 million · 60 accounts
- Non-discretionary$94.8 million · 12 accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Mori Huston Partners LLC SEC-registered investment advisor. CRD 151260, SEC file 801-70587.
- Registered with the SEC as an investment advisor (status date on record: September 22, 2009).
Is Mori Huston Partners a fiduciary?
Short answer: Mori Huston Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.