9AT: MORRISON FIDUCIARY ADVISORS, INC.

Adviser Profile

As of Date	11/13/2025
Registration status	Registration Changed to MORRISON FIDUCIARY ADVISORS, INC.
ADV Location	PITTSBURGH, PA, United States
Contact Info	412 xxxxxxx
Websites

AUM^*	54,167,819
of that, discretionary	6,739,548
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	3,611,188
% High Net Worth	13.33%
SMA’s	Yes
Private Funds	0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ALPHAPOINT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.6b	#Funds-
Adviser REEDMARK ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM564.6m	#Funds-
Adviser MCQUEEN FINANCIAL ADVISORS II, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM10.1b	#Funds-
Adviser PRECEPT ADVISORY GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.0b	#Funds-
Adviser APOLLO WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM39.3m	#Funds-
Adviser MERION CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PARADIGM CONSULTING, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM168.5m	#Funds-
Adviser USI ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM56.3b	#Funds-
Adviser UNIWEALTH ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM373.2m	#Funds-
Adviser GALLAGHER	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM47.6b	#Funds-

Brochure Summary

Overview

Morrison Fiduciary Advisors, Inc. ("MFA") was formed on May 1, 2002 by the firm's principal owner, Frank Burnette, as an institutional, independent investment consulting firm. MFA is a Pennsylvania corporation and is headquartered in Pittsburgh, PA. MFA is not a subsidiary or affiliate of any other firm and is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. MFA offers both discretionary and non-discretionary, general investment consulting services to the institutional investment community with a focus on Public pension plans, Taft-Hartley plans, Foundations & Endowments, Corporations, Trusts and Estates, Not- for-profit entities, and High Net Worth Individuals. In this ERISA Section 3(21) capacity, MFA provides recommendations to the Plan Sponsor who will retain the final decision- making authority regarding the selection, retention and removal of investment managers. MFA also provides discretionary, Outsourced Chief Investment Officer (OCIO) services to the institutional investment community. In this ERISA Section 3(38) capacity, MFA has the fiduciary authority, without a client's prior approval, to invest Plan assets based upon pre-approved investment guidelines established within a client's Investment Policy Statement (IPS). Assets can

be invested in, but not limited to, open-end mutual funds, exchange-traded funds (ETFs), and/or other pooled investment vehicles. Under this discretionary OCIO service, MFA has the ability to select an independent custodian to be used to execute transactions, custody fund assets, and pay plan expenses. Prior to any client engagement, MFA enters into an agreement with the client which outlines the terms and conditions of the relationship including a description of the services provided by MFA as well as other standard contractual terms. Furthermore, MFA serves each client as a strict legal Fiduciary via its written client agreement. Investment goals, objectives, and/or guidelines for each client are spelled out in a customized, client approved Investment Policy Statement. This IPS addresses Fiduciary responsibilities for all interested parties, including but not limited to, highlighting permissible and prohibited investments, establishing target asset allocation and asset re- balancing guidelines, tracking investment performance, and establishing standards for the engagement and termination of plan vendors. As of June 20, 2023: Non-discretionary assets under advisement: $ 36,000,000 Discretionary assets under management: $ 17,104.602 Total: $ 53,104,602

MORRISON FIDUCIARY ADVISORS, INC.

MORRISON FIDUCIARY ADVISORS, INC.

MORRISON ASSOCIATES, INC.

MORRISON FIDUCIARY ADVISORS, INC.

MORRISON ASSOCIATES, INC. (FORMER NAME OF COMPANY)

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Overview

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MORRISON FIDUCIARY ADVISORS, INC. MORRISON FIDUCIARY ADVISORS, INC. MORRISON ASSOCIATES, INC. MORRISON FIDUCIARY ADVISORS, INC. MORRISON ASSOCIATES, INC. (FORMER NAME OF COMPANY)

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

MORRISON FIDUCIARY ADVISORS, INC.

MORRISON FIDUCIARY ADVISORS, INC.

MORRISON ASSOCIATES, INC.

MORRISON FIDUCIARY ADVISORS, INC.

MORRISON ASSOCIATES, INC. (FORMER NAME OF COMPANY)