Insights

Institutional Focus Moreton Capital Markets is a registered broker-dealer with a specialized emphasis on fixed income for institutional investors, suggesting sales opportunities centered on treasury, corporate, and municipal debt solutions and related credit strategies.

Independent Product Stance The firm does not carry proprietary products, enabling a consultative sales approach where advisors prioritize client goals and objective-driven fixed income solutions over proprietary product incentives.

Clearing & Custody A contractual relationship with RBC as clearing firm and asset custody with RBC Capital Markets indicates IBD-level settlement efficiency and reliability; a potential selling point for institutions seeking robust operational partnerships.

Growth Signals Reported revenue in the mid tens of millions with a lean team (11-50 employees) implies efficiency and scale opportunities; leverage cross-sell of services such as enhanced research, access tools, or expanded fixed income capabilities to mid-size institutional clients.

Compliance & Transparency SEC-registered, FINRA and SIPC member status with FINRA BrokerCheck availability provides credibility and risk mitigation; use in outreach to compliance-led prospects seeking trustworthy broker-dealer partnerships.

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Moreton Capital Markets, LLC Tech Stack

Moreton Capital Markets, LLC uses 8 technology products and services including Squarespace, Squarespace Commerce, Microsoft 365, and more. Explore Moreton Capital Markets, LLC's tech stack below.

  • Content Management System
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Adobe Fonts
    Web Fonts
  • GoDaddy
    Web Hosting
  • Sitelinks Search Box
    Web Tools And Plugins

Moreton Capital Markets, LLC's Email Address Formats

Moreton Capital Markets, LLC uses at least 2 email formats:
Moreton Capital Markets, LLC Email FormatsExamplePercentage
First.Last@moretoncm.comJohn.Doe@moretoncm.com
58%
First@moretoncm.comJohn@moretoncm.com
42%

Frequently Asked Questions

What is Moreton Capital Markets, LLC's phone number?

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You can contact Moreton Capital Markets, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Moreton Capital Markets, LLC's official website and social media links?

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Moreton Capital Markets, LLC's official website is moretoncm.com and has social profiles on LinkedIn.

How much revenue does Moreton Capital Markets, LLC generate?

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As of September 2026, Moreton Capital Markets, LLC's annual revenue is estimated to be $10M - $25M.

What is Moreton Capital Markets, LLC's NAICS code?

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Moreton Capital Markets, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Moreton Capital Markets, LLC have currently?

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As of September 2026, Moreton Capital Markets, LLC has approximately 13 employees across 1 continents, including North America. Key team members include Owner: V. A. and Vice President: H. L. Explore Moreton Capital Markets, LLC's employee directory with LeadIQ.

What industry does Moreton Capital Markets, LLC belong to?

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Moreton Capital Markets, LLC operates in the Financial Services industry.

What technology does Moreton Capital Markets, LLC use?

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Moreton Capital Markets, LLC's tech stack includes Squarespace, Squarespace Commerce, Microsoft 365, JSON-LD, Modernizr, Adobe Fonts, GoDaddy and Sitelinks Search Box.

What is Moreton Capital Markets, LLC's email format?

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Moreton Capital Markets, LLC's email format typically follows the pattern of First.Last@moretoncm.com. Find more Moreton Capital Markets, LLC email formats with LeadIQ.

When was Moreton Capital Markets, LLC founded?

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Moreton Capital Markets, LLC was founded in 2004.
Moreton Capital Markets, LLC logo

Moreton Capital Markets, LLC

Financial ServicesUtah, United States11-50 Employees

Moreton Capital Markets, LLC operates as a registered broker-dealer within the financial services sector, focusing on fixed income securities for institutional investors. The company is based in Salt Lake City, Utah, and holds SEC registration as well as FINRA and SIPC membership, with additional affiliation to the Bond Dealers of America. It does not carry proprietary products, which allows its representatives to concentrate on aligning investment choices with client goals and objectives.

It uses RBC Capital Markets to hold client assets under a clearing arrangement with RBC Correspondent Services, reflecting an established banking partner in its operations. The firm emphasizes developing long-term relationships with clients and distinguishes itself as an independent entity separate from Moreton & Company.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Moreton Capital Markets, LLC's revenue is estimated to be in the range of $10M - $25M

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