Single Family OfficeRIA · CRD 129504SEC-Registered

Updated:

Cheryl Morhauser & Associates

CHERYL MORHAUSER & ASSOCIATES is an SEC-registered investment adviser in Nevada City, CA. The firm manages approximately $22 million in regulatory assets.

Cheryl Morhauser & Associates

CHERYL MORHAUSER & ASSOCIATES is an SEC-registered investment adviser in Nevada City, CA. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Principals

Cheryl Morhauser

Principal

Frequently asked questions

What is the source of wealth behind Cheryl Morhauser & Associates?

The underlying wealth traces to John Morhauser's career at J.J. Taylor Companies, a major Anheuser-Busch beer distributor based in Minnesota and Florida. Cheryl Morhauser assumed control of the family's investment activities following her husband's passing, though the office has made no public disclosures about the size or structure of assets transferred.

Does Cheryl Morhauser & Associates invest directly in private companies?

No evidence of direct private company investments exists in limited partner disclosures, SEC filings, or press reports. The absence of such records suggests the office may invest through institutional fund commitments, managed accounts, or public-market strategies rather than direct venture capital or private equity deals.

Is there a philanthropic foundation associated with the Morhauser family?

No foundation bearing the Morhauser name appears in publicly searchable IRS Form 990-PF databases or foundation directory records. Charitable activity, if any, is likely conducted through donor-advised funds or other anonymous giving structures that do not create a separate filing entity.

How is Cheryl Morhauser & Associates structured for investment decision-making?

The firm appears to operate with Cheryl Morhauser as the sole named principal, with no investment committee members, analysts, or external advisors publicly identified. This single-decision-maker structure is common among family offices managing concentrated, inheritable wealth where the principal retains full discretion over asset allocation and manager selection.

Does the firm have any known relationship with Anheuser-Busch or the J.J. Taylor Companies?

No ongoing operational or investment relationship has been disclosed. John Morhauser's wealth originated from his executive role at J.J. Taylor Companies, an independent Anheuser-Busch wholesaler, but the family office does not appear to hold any disclosed stake in the distributor, nor does it list any affiliation with the beer industry in available records.

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