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MORGAN FINANCIAL INCORPORATED

Advisory

OLEY, PA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in PA

#984

of 1,528 advisers by AUM

Average account

$145K

across 440 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$64M

Discretionary AUM$59M

Non-Discretionary AUM$5M

Discretionary %92.2%

Total Clients191

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMT, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

191 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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