Adrian Morffi
Seabridge Investment Advisors · Atlanta, Georgia
Adrian Morffi is a fee-only financial advisor at Seabridge Investment Advisors in Atlanta, Georgia, who holds the CFA credential. Seabridge Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Seabridge Investment Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $771.2M across 482 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, NJ, TX · CRD 6747953 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.seabridge.com |
How Adrian's firm compares
- Seabridge Investment Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 482 accounts).
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Questions about Adrian
Is Adrian Morffi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adrian holds no broker registration, and Seabridge Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adrian charge for financial advice?
Adrian's firm, Seabridge Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adrian Morffi based?
Adrian Morffi is based in Atlanta, Georgia.
What credentials does Adrian Morffi hold?
Adrian Morffi holds the CFA credential.
Is Adrian Morffi registered with the SEC?
Yes. Adrian Morffi is registered as an investment adviser representative in GA, NJ and TX (CRD 6747953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seabridge Investment Advisors manage?
Seabridge Investment Advisors reports $771.2M across 482 accounts in assets under management.
How do I contact Adrian Morffi?
Through Adrian's website, www.seabridge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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