SEC Form ADV

MORRIS FINANCIAL CONCEPTS, INC.

Firm profile: Morris Financial Concepts — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserSC
$538.4M
Assets Under Management
938
Total Clients
10
Employees
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Registration Details

Accession
CRD-114862
Location
MOUNT PLEASANT, SC
Filing Date
March 5, 2026
AUM
$538.4M
Total Clients
938
Institutional Clients
1
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

MORRIS FINANCIAL CONCEPTS, INC. is a registered investment adviser headquartered in MOUNT PLEASANT, SC, managing approximately $538.4M in assets across 938 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.