# Morgan Financial Incorporated

Morgan Financial Incorporated is an Asset Manager based in Oley, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Oley, United States
- **Region:** North America
- **Address:** Melbourne, FL, United States
- **Assets under management:** Undisclosed
- **Website:** morganfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/morgan-financial-inc

## Regulatory record

- **CRD number:** 133775
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133775

## About

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.

## Sectors

- Real Estate
- Private Credit
- Secondaries & Special Situations

## People

- Thomas Morgan — President

## 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.

## Related profiles

- [Monroe Truck Equipment](https://altss.com/profile/monroe-truck-equipment)
- [Morgan Stevens Asset Management](https://altss.com/profile/morgan-stevens-asset-management-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/morgan-financial-incorporated

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology