Morrison Us, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 30, 2026, reports $28.0B in regulatory assets under management, 20 employees, 6 offices, and 10 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 40.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
40.0%
4
2
Pension Plans
40.0%
4
3
Sovereign Wealth
10.0%
1
4
Corporations
10.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$28.0Bas of January 30, 2026
Discretionary9.9%
$2.8B
10% of total RAUM9.9%
Non-discretionary90.1%
$25.2B
90% of total RAUM90.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$28.0B
Total Accounts10
10Y AUM Change+$13.3B (+90.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee1:1
10Y Employee Change+17 (+566.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.