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| Morris Financial Concepts Inc
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|
|---|---|
| CRD # | 114862 |
| SEC # | 801-60830 |
| CIK # | 0001387386 |
| AUM | $408.3 MM (2024-08-29) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 843-884-6192 |
| Address | 409 Coleman Blvd, Ste 100 Mount Pleasant, SC 29464-5318 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 2.0 | |
| JPM | 340,169.2 | 1.9 | |
| TSLA | 723,390.3 | 1.7 | |
| AAPL | 2,382,844.0 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 75.5 |
| (b) Individuals (high net worth individuals) | 116 | 329.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 910 | 408.3 |
| By Discretionary | ||
| Discretionary | 894 | 400.9 |
| Non-Discretionary | 16 | 7.4 |
| Total | 910 | 408.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.3 | |
| Total | 910 | 408.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001387386] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |
|
Whitener Capital Management Inc
✚
|
NC | 0.4 |
|
Ashton Thomas Securities LLC
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NY | 0.4 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
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OH | 0.4 |
|
Orin Green Financial LLC
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|
CA | 0.4 |
|
Tri-Ad Capital Management I LLC
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|
CA | 0.4 |
|
25 LLC
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|
MO | 0.4 |
|
Measured Wealth Private Client Group LLC
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|
NH | 0.4 |
|
Addison Advisors LLC
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|
VT | 0.4 |
|
Brophy Wealth Management LLC
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|
NH | 0.4 |