# Morgan Financial Incorporated

> Morgan Financial Incorporated is a state-registered investment advisory firm in Oley, PA, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 133775
- Filed as: MORGAN FINANCIAL INCORPORATED
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oley, PA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133775
- AdvisorCensus page: https://advisorcensus.com/firm/morgan-financial-incorporated-oley-pa-133775

## Quick answers

**How is Morgan Financial Incorporated compensated?**
On its Form ADV (Item 5.E, October 2026), Morgan Financial Incorporated reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Morgan Financial Incorporated located?**
Morgan Financial Incorporated's principal office is in Oley, PA, according to its Form ADV.

**Is Morgan Financial Incorporated registered with the SEC or a state?**
Morgan Financial Incorporated is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133775.

**How much does Morgan Financial Incorporated manage?**
Morgan Financial Incorporated reports $64,000,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (92% discretionary).

**What types of clients does Morgan Financial Incorporated serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (16); charitable organizations (5).

**Does Morgan Financial Incorporated report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133775

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $64,000,000
- Discretionary: $59,000,000
- Non-discretionary: $5,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 170 | $35,500,000 |
| High net worth individuals | 16 | $25,000,000 |
| Charitable organizations | 5 | $3,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yourfinancialvision.com
- Facebook @MorganFinancial1
- LinkedIn @morgan-financial-inc
- LinkedIn @frankmorganjr

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morgan Financial Incorporated (CRD 133775): Form ADV filing data as of October 2026.