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They include 12 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Drexel Morgan & Co. offer?","answer":"Drexel Morgan & Co. provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Drexel Morgan & Co. charge?","answer":"Drexel Morgan & Co. charges 0.50%–1.00% a year for its Standard annual fee. The fee is billed in advance and is negotiable.","source":"DREXEL MORGAN & CO. ADV PART 2A - 2026-03, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Drexel Morgan & Co. use?","answer":"Drexel Morgan & Co.’s separately managed account assets are held at UBS Financial Services Inc. (Philadelphia, PA), with $579M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Drexel Morgan & Co. have?","answer":"Drexel Morgan & Co. has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Drexel Morgan & Co. invest in?","answer":"At the end of its last fiscal year, Drexel Morgan & Co.’s separately managed accounts held 100% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Drexel Morgan & Co.?","answer":"Drexel Morgan & Co.’s direct owner is George Connell (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Drexel Morgan & Co. get paid?","answer":"Drexel Morgan & Co. is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}