← Tributary

MORRISON FIDUCIARY ADVISORS, INC.

· CRD 127562 · IAPD ↗ · 412-996-6052

$54.2MRegulatory AUM
1Advisory reps
1Employees
10Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — MORRISON FIDUCIARY ADVISORS, INC. (location n/a) left the SEC roster (was $54.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.