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MORRIS FINANCIAL CONCEPTS, INC.
CRD 114862 · SEC 801-60830
409 COLEMAN BLVD, STE 100, MOUNT PLEASANT, SC, 29464-5318, United States
Phone
843-884-6192
Fax
888-957-0896
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$538.4M
Discretionary AUM
$521.4M
Team
10 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $92.6M |
| High net worth individuals | 117 | $440.9M |
| Pension/profit sharing plans | 1 | $4.9M |
States served
CA, GA, LA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD