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MORRIS FINANCIAL CONCEPTS, INC.

dba MORRIS FINANCIAL CONCEPTS, INC. · CRD 114862 · Registered Investment Adviser

Custody via related person

MORRIS FINANCIAL CONCEPTS, INC. is a Registered Investment Adviser headquartered in MOUNT PLEASANT, SC. The firm reports $538,412,506 in regulatory assets under management across 938 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$521,395,767
Non-discretionary$17,016,739
Total RAUM$538,412,506
Accounts938

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 114862. adviserinfo.sec.gov/firm/summary/114862.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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