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| Happy Holidays!! thanks for using AUM13F!! |
| Morris Financial Concepts Inc
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|---|---|
| CRD # | 114862 |
| SEC # | 801-60830 |
| CIK # | 0001387386 |
| AUM | $469.1 M (2025-03-31) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 843-884-6192 |
| Address | 409 Coleman Blvd, Ste 100 Mount Pleasant, SC 29464-5318 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 2.9 | ||
| Tesla Motors Inc | 2.5 | ||
| Lilly Eli & Co | 1.7 | ||
| Apple Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 82.9 |
| (b) Individuals (high net worth individuals) | 114 | 382.0 |
| (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 | 4.3 |
| (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 | 929 | 469.1 |
| By Discretionary | ||
| Discretionary | 901 | 459.6 |
| Non-Discretionary | 28 | 9.5 |
| Total | 929 | 469.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.1 | |
| Total | 929 | 469.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001387386] |
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