Brent Morrison is a CFA-designated registered investment advisor at Zuma Capital Management, LLC, based in Chamblee, GA, with 11 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zuma Capital Management receives a percentage of the profits from your investments. Specifically, Zuma Capital Management receives 20% of the net profit allocated to each investor's account at the end of each year. This includes investment income and any gains, whether realized or unrealized.
Location
5070 Peachtree Blvd, Suite E150, Chamblee, GA, 30341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brent has a collaboration agreement with Legion Partners, an investment manager, since 2016, and may earn fees; he spends minimal time on this. Brent is also the Interim CEO of Regional Health Properties, a publicly traded real estate company, dedicating full-time hours to this role.
Employment History
Current Registrations
Zuma Capital Management, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Zuma Capital Management
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.