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| Morris Financial Concepts Inc
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|---|---|
| CRD # | 114862 |
| SEC # | 801-60830 |
| CIK # | 0001387386 |
| AUM | 538.4 M (2026-03-05) |
| 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] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 3.0 | ||
| Tesla Motors Inc | 2.8 | ||
| Apple Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 92.6 |
| (b) Individuals (high net worth individuals) | 117 | 440.9 |
| (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 | 1 | 4.9 |
| (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 | 938 | 538.4 |
| By Discretionary | ||
| Discretionary | 911 | 521.4 |
| Non-Discretionary | 27 | 17.0 |
| Total | 938 | 538.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 538.4 | |
| Total | 938 | 538.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001387386] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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|
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Access Wealth Planning LLC
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Buska Wealth Management LLC
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|
Arkfeld Wealth Strategies LLC
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Weaver Capital Management LLC
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|
Rareview Capital LLC
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|
Redmond Asset Management LLC
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|
Hinds Financial Group Inc
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