Investment adviser · CRD 159574

MOMENTUM ADVISORS

Investment adviser filing (IA)

MOMENTUM ADVISORS, LLC

NEW YORK, NY, United States · Form ADV filed Jul 17, 2026

Regulatory AUM: $415M
Client accounts: 370
Employees: 10
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	134	$257,021,846	62.0%
Individuals	220	$94,363,851	22.8%
Charities	12	$54,499,767	13.1%
Pooled investment vehicles	1	$6,632,225	1.6%
Other clients	3	$2,145,191	0.5%

Filing source

Form ADV 2120482 · Jul 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FRANKLIN MORGAN FUND 1 LLCPrivate Equity Fund · Last reported Jul 17, 2026$6.65MGross asset value

Form D fundraising filings

Franklin Morgan Fund 1, LLC

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BODWELL VASEK WELLS DESIMONE LLP DALLAS, Texas, United States

Custodian INSPIRA FINANCIAL LONGWOOD, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BODWELL VASEK WELLS DESIMONE LLP
PCAOB 7004

Fund details & source

Fund ID: 805-2429692468
Reported beneficial owners: 56
Minimum commitment: $25K
Form D file number: 021-380939

Form ADV 2120482 · Jul 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1120 AVENUE OF THE AMERICAS, 4TH FLOOR
NEW YORK, NY, 10036, United States

CRD 159574

Filing source

Form ADV 2120482 · Jul 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.