Morrison Fiduciary Advisors, Inc.
CRD 127562SEC# 801-62217
No longer SEC-registered. Morrison Fiduciary Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$54.2M
Employees
1
Accounts
15
Location
—
Morrison Fiduciary Advisors, Inc. assets under management
Morrison Fiduciary Advisors, Inc. operates as an SEC-registered investment adviser. It reports $54.2 million in regulatory assets under management and employs 1 people.
Morrison Fiduciary Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank Rupert Burnette Control | Principal & Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Morrison Fiduciary Advisors, Inc. manage?
Morrison Fiduciary Advisors, Inc. reports $54.2 million in regulatory assets under management on its Form ADV.
How many employees does Morrison Fiduciary Advisors, Inc. have?
Morrison Fiduciary Advisors, Inc. reports 1 employees.
Does Morrison Fiduciary Advisors, Inc. disclose fund performance?
Morrison Fiduciary Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:30a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$54.2MNo change
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$54.2Mregulatory AUM
Discretionary $6.7MNon-discretionary $47.4M