Wealth Manager
    SEC Registered
    Manages Private Funds

    Morris Financial Concepts, Inc.

    Registered investment advisor · Mount Pleasant, South Carolina · CRD #114862

    Assets Under Management
    $538M
    Client Accounts
    938
    Employees
    10
    CRD Number
    114862
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Morris Financial Concepts, Inc.

    Morris Financial Concepts, Inc. is a financial advisory firm founded in 1983, offering personalized investment and wealth management services. It is based in Charleston, SC, with 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Morris Financial Concepts, Inc.

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    Frequently Asked Questions

    What is Morris Financial Concepts, Inc.'s AUM?

    Morris Financial Concepts, Inc. reports approximately $538M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Morris Financial Concepts, Inc. headquartered?

    Morris Financial Concepts, Inc. is headquartered in Mount Pleasant, South Carolina.

    What is Morris Financial Concepts, Inc.'s CRD number?

    Morris Financial Concepts, Inc.'s CRD number is 114862. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Morris Financial Concepts, Inc. manage?

    Morris Financial Concepts, Inc. manages approximately 938 client accounts according to its latest SEC filing.

    Is Morris Financial Concepts, Inc. SEC registered?

    Yes, Morris Financial Concepts, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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