DREXEL MORGAN & CO.
SEC RegisteredPersonalized Investment Management
About the firm
Drexel Morgan & Co. is a registered investment adviser and bank holding company. The firm believes above average returns can be achieved by purchasing large capitalization, dividend-paying, primarily A+ rated stocks with excellent balance sheets and consistent growth in earnings. Its core product, The Legacy Portfolio TM, has an investment philosophy that has been in existence for over 50 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management advisory services, with a standard annual fee structure based on assets under management. Core offering is The Legacy Portfolio TM, focused on large capitalization, dividend-paying, primarily A+ rated stocks.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 12 | $607M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 Million | 1.00% |
| Next $3 Million | 0.75% |
| Next $5 Million | 0.50% |
| Amounts over $10 Million | — |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DREXEL MORGAN & CO. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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