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Morgan Financial Incorporated
Morgan Financial Incorporated is an SEC-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 an SEC-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.
What types of loans does Morgan Financial originate?
The firm originates first-lien bridge loans secured by single-family residential, small multifamily, and select commercial properties. Typical uses include fix-and-flip acquisitions, construction, and opportunistic rehabilitation projects with loan terms typically ranging from 12 to 24 months.
Does Morgan Financial operate as a single family office or a private fund manager?
Morgan Financial operates as a private fund manager that raises discrete real estate credit funds from accredited and high-net-worth investors. It is not structured as a single family office, although founder capital and family capital may be invested alongside outside limited partners.
How is Morgan Financial's capital structured, and what are the liquidity terms for investors?
Capital is pooled into closed-end private placement funds, each with a defined investment period, return target, and distribution schedule. Given the underlying loan tenors of 12-to-24 months, liquidity is fund-vintage dependent — investors typically commit for multi-year terms with distributions paid from loan interest and principal repayments, rather than through a redemption-based open-end structure.
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