# Morling Financial Advisors, LLC

> Morling Financial Advisors, LLC is an SEC-registered investment advisory firm in Fremont, CA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 111819
- Filed as: MORLING FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fremont, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111819
- AdvisorCensus page: https://advisorcensus.com/firm/morling-financial-advisors-llc-fremont-ca-111819

## Quick answers

**How is Morling Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Morling Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Morling Financial Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Subscription: $150 to $5,000 a month (Financial planning and consulting services); Hourly rate: $400 an hour (partners and advisors); Hourly rate: $195 an hour (data entry). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Morling Financial Advisors, LLC located?**
Morling Financial Advisors, LLC's principal office is in Fremont, CA, according to its Form ADV.

**Is Morling Financial Advisors, LLC registered with the SEC or a state?**
Morling Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 111819.

**How much does Morling Financial Advisors, LLC manage?**
Morling Financial Advisors, LLC reports $1,047,057,507 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (92% discretionary).

**How have Morling Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Morling Financial Advisors, LLC: Regulatory assets under management: $359,536,604 in the October 2021 data and $1,047,057,507 in the October 2026 data, up 191%. Total employees: 9 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Morling Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (256); individuals (other than high net worth individuals) (77); corporations or other businesses not listed above (12).

**Which custodians does Morling Financial Advisors, LLC use?**
Morling Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Morling Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111819

**What changed in Morling Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 17. Regulatory assets under management went from $755,720,449 to $1,047,057,507 (+39%). Registered or notice-filed in NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Minimum annual fee: $15,000

> It should also be noted that MFA has a minimum annual investment management fee of $15,000.

- Subscription: $150 to $5,000 a month (Financial planning and consulting services)

> Flat fees typically consist of a recurring monthly fee, which can range from $150 to $5,000.

- Hourly rate: $400 an hour (partners and advisors)

> MFA’s hourly fees are $400 /hour for partners and advisors and $195 /hour for data entry.

- Hourly rate: $195 an hour (data entry)

> MFA’s hourly fees are $400 /hour for partners and advisors and $195 /hour for data entry.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,047,057,507
- Discretionary: $960,566,999
- Non-discretionary: $86,490,508

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $39,110,039 |
| High net worth individuals | 256 | $895,430,379 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $86,490,508 |
| Charitable organizations | 3 | $3,345,774 |
| Corporations or other businesses not listed above | 12 | $22,680,807 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 21 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, NV, NY, TN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- morlingfinancialadvisors.com
- LinkedIn @morling-financial-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $359,536,604 | 9 | March 8, 2021 |
| October 2022 | $501,411,899 | 12 | July 26, 2022 |
| October 2023 | $485,623,893 | 16 | July 7, 2023 |
| October 2024 | $606,989,977 | 17 | March 27, 2024 |
| October 2025 | $755,720,449 | 19 | March 19, 2025 |
| October 2026 | $1,047,057,507 | 21 | March 24, 2026 |

Regulatory assets under management: $359,536,604 in the October 2021 data and $1,047,057,507 in the October 2026 data, up 191%.
Total employees: 9 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 17.
- Regulatory assets under management went from $755,720,449 to $1,047,057,507 (+39%).
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morling Financial Advisors, LLC (CRD 111819): Form ADV filing data as of October 2026.