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MORRISON US, LLC

WELLINGTON, New Zealand · CRD 315983 · IAPD ↗ · 3479526718

$32.53BRegulatory AUM
14Advisory reps
20Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
August 2026 — MORRISON US, LLC now reports custody of client assets ($211.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
August 2026 — MORRISON US, LLC now reports 1 private fund(s) ($105.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
20
July 2024 — MORRISON US, LLC moved its main office from NEW YORK, NY to WELLINGTON, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
July 2024 — MORRISON US, LLC added office(s): 0 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
July 2024 — MORRISON US, LLC reported RAUM up 332% ($5.94B -> $25.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
July 2024 — MORRISON US, LLC grew from 9 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
June 2024 — MORRISON & CO is now doing business as MORRISON US, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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