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MORRIS FINANCIAL CONCEPTS, INC.
CRD 114862File 801-60830
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$538.4M
Above cohort median (national)
Discretionary AUM
$521.4M
Non-discretionary $17.0M
Clients
294
938 accounts
Employees
10
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 11, 2002
- Principal office
- 409 COLEMAN BLVD, STE 100, MOUNT PLEASANT, SC, 29464-5318
- Phone
- 843-884-6192
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $538.4M
- Discretionary AUM
- $521.4M
- Non-discretionary AUM
- $17.0M
- Discretionary accounts
- 911
- Non-discretionary accounts
- 27
- Total accounts
- 938
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 117 | $440.9M |
| Pension and profit sharing plans | Fewer than 5 | $4.9M |
| Individuals (other than high net worth individuals) | 176 | $92.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.