{
  "crd_number": 127562,
  "slug": "morrison-fiduciary-advisors-inc-127562",
  "primary_business_name": "MORRISON FIDUCIARY ADVISORS,  INC.",
  "legal_name": "MORRISON FIDUCIARY ADVISORS,  INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-10-28",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-01-27",
  "carried_forward": false,
  "raum_total": 67608000.0,
  "raum_discretionary": 8965000.0,
  "raum_non_discretionary": 58643000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3969000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 1878000.0,
      "count": 5
    },
    "state_municipal": {
      "raum": 43666000.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 18095000.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://linkedin.com/company/morrison-fiduciary-advisors-inc."
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127562",
  "listing_state": "PA",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/morrison-fiduciary-advisors-inc-127562",
  "display_name": "Morrison Fiduciary Advisors, Inc.",
  "summary": "Morrison Fiduciary Advisors, Inc. is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.",
  "citation": "AdvisorCensus. Morrison Fiduciary Advisors, Inc. (CRD 127562): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Morrison Fiduciary Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Morrison Fiduciary Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Morrison Fiduciary Advisors, Inc. registered with the SEC or a state?",
      "a": "Morrison Fiduciary Advisors, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 127562."
    },
    {
      "q": "How much does Morrison Fiduciary Advisors, Inc. manage?",
      "a": "Morrison Fiduciary Advisors, Inc. reports $67,608,000 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (13% discretionary)."
    },
    {
      "q": "How have Morrison Fiduciary Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Morrison Fiduciary Advisors, Inc.: Regulatory assets under management: $1,453,651,073 in the October 2021 data and $67,608,000 in the October 2026 data, down 95%. Total employees: 4 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Morrison Fiduciary Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (4); state or municipal government entities (including government pension plans) (2)."
    },
    {
      "q": "Does Morrison Fiduciary Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127562"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1453651073.0,
      "total_employees": 4,
      "filing_date": "2021-06-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1521197255.0,
      "total_employees": 3,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 53104602.0,
      "total_employees": 1,
      "filing_date": "2023-06-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 53104602.0,
      "total_employees": 1,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 54167819.0,
      "total_employees": 1,
      "filing_date": "2025-06-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 67608000.0,
      "total_employees": 1,
      "filing_date": "2026-01-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/morrison-fiduciary-advisors-inc-127562.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1878000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": true,
      "raum": 18095000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3969000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 43666000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127562",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}