MORRIS FINANCIAL CONCEPTS, INC.
SEC Form ADV profile.
Total regulatory AUM
$538,412,506
Discretionary
$521,395,767
Non-discretionary
$17,016,739
Firm details
- CRD number
- 114862
- SEC file number
- 801-60830
- Main office
- MOUNT PLEASANT, SC, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.