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Morris Financial Concepts, Inc.

● SEC registered since 2002CRD 114862SEC# 801-60830Mount Pleasant, SC
Export (members)
Reg. AUM
$469.1M
Employees
10
Accounts
929
Location
Mount Pleasant, SC

Morris Financial Concepts, Inc. assets under management

Morris Financial Concepts, Inc. operates as an SEC-registered investment adviser based in Mount Pleasant, SC. The firm has been registered since 2002. It reports $469.1 million in regulatory assets under management and employs 10 people.
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Morris Financial Concepts, Inc. owners & executives

2 reported
NameTitleOwnershipSince
James Tucker Morris ControlChief Compliance Officer10-25%2014
Kyra Hollowell Morris ControlPresidentOver 75%2001

Frequently asked questions

How much does Morris Financial Concepts, Inc. manage?

Morris Financial Concepts, Inc. reports $469.1 million in regulatory assets under management on its Form ADV.

How many employees does Morris Financial Concepts, Inc. have?

Morris Financial Concepts, Inc. reports 10 employees.

Where is Morris Financial Concepts, Inc. located?

Morris Financial Concepts, Inc. is based in Mount Pleasant, SC and has been SEC-registered since 2002.

Does Morris Financial Concepts, Inc. disclose fund performance?

Morris Financial Concepts, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318
Phone843-884-6192
Fax888-957-0896
Office hoursM-F 9a.m.-5p.m.; F 9a.m.-1p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$459.6M
Non-discretionary$9.5M
Total (RAUM)$469.1M