This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2005
- Office Locations
- 1
Office Locations
About Morgan Financial Incorporated
Morgan Financial Incorporated is a Pennsylvania-based registered investment adviser providing financial and wealth planning, retirement and estate planning, insurance guidance, and business succession support, serving retirees and business owners. Its investment approach centers on asset allocation using mutual funds and fixed income. Brokerage securities are offered through Cambridge Investment Research, enabling both advisory and brokerage relationships.
Reported data analysis
What the numbers show
Of the latest reported AUM, 92.2% is discretionary and 7.8% is non-discretionary.
The firm reports 1 advisory representatives and 191 clients, or 191 clients per representative. That equates to $335.1K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Morgan Financial Incorporated's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Morgan Financial Incorporated record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FRANKLIN FREDERICK MORGAN JR
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #3057635
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $64,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Morgan Financial Incorporated has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.