William Morrison
Inverlochy Capital · Bobcaygeon, Ontario, New York
William Morrison is a fee-only financial advisor at Inverlochy Capital in Bobcaygeon, Ontario, New York, who holds the CFA credential. William focuses on small business owners and retirement planning. Inverlochy Capital reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Inverlochy Capital |
|---|---|
| Based in | Bobcaygeon, Ontario, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $44.4M across 67 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 4832401 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.inverlochycapital.com |
| Profile |
How William's firm compares
- Inverlochy Capital's average account is about $663,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about William
Is William Morrison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Inverlochy Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Inverlochy Capital, reports charging a percentage of assets on its SEC Form ADV.
How much does William charge?
According to Inverlochy Capital's website, checked October 30, 2026: a $250,000 asset minimum.
Where is William Morrison based?
William Morrison is based in Bobcaygeon, Ontario, New York.
What does William specialize in?
William's specialties include small business owners and retirement planning. William works with executives and founders.
What credentials does William Morrison hold?
William Morrison holds the CFA credential.
Is William Morrison registered with the SEC?
Yes. William Morrison is registered as an investment adviser representative in NY and TX (CRD 4832401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Inverlochy Capital manage?
Inverlochy Capital reports $44.4M across 67 accounts in assets under management.
How do I contact William Morrison?
Through William's website, www.inverlochycapital.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
- Inverlochy Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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