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Morgan Financial Incorporated
Morgan Financial Incorporated is a state-registered investment adviser in Oley, PA. The firm manages $64 million in assets, $59 million on a discretionary...
Morgan Financial Incorporated
Morgan Financial Incorporated is a state-registered investment adviser in Oley, PA. The firm manages $64 million in assets, $59 million on a discretionary basis. It has 5 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Oley
Corporate office
Melbourne, FL, United States
Principals
Thomas Morgan
President
Sector focus
Frequently asked questions
Who makes the investment decisions at Morgan Financial?
Thomas Morgan, as President, oversees the firm's loan origination, underwriting, and portfolio management. The firm operates as a closely held, owner-operated private lender rather than a committee-driven institutional platform.
How does Morgan Financial source its borrowers?
The firm sources borrowers primarily through a network of local real estate brokers, property developers, and repeat borrowers in Florida's Space Coast and central Florida markets. Because it does not operate as a consumer-facing retail lender, its deal flow is relationship-driven and asset-class-specific.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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