Morrison Fiduciary Advisors, Inc.
- Regulatory AUM
- $67.6M
- Discretionary
- $9.0M
- Clients
- 12
- Avg AUM / client
- $5.6M
- Accounts
- 11
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jan 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $1.9M | 2.78% |
| High net worth individuals | 4 | $18.1M | 26.8% |
| Charitable organizations | 1 | $4.0M | 5.87% |
| State or municipal government entities | 2 | $43.7M | 64.6% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank Rupert Burnette | Principal & Chief Compliance Officer | Jun 2002 (24y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Huntington Bancshares, Inc $317M (24% of AUM) Apr 2023
- Ameriserv Financial Bank $202M (14% of AUM) Mar 2018
- Firstrust Bank $148M (10% of AUM) Jun 2021
- Lafayette Ambassador Bank $145M (11% of AUM) Jun 2020
- Pnc Financial Services Group, Inc. $20.0M (37% of AUM) Jun 2025
- Charles Schwab & Co. $16.6M (24% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 27, 2026.
View current Form ADV (SEC/IAPD) ↗