RIA Intel›Advisers›South Carolina›MORRIS FINANCIAL CONCEPTS, INC.

MORRIS FINANCIAL CONCEPTS, INC.

Advisory

N·MOUNT PLEASANT, SC

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM

$538M

1-Year AUM Growth

+18.6%

3-Year CAGR

+8.7%

Employees

9

Assets Under Management

Total AUM$538M

Discretionary AUM$521M

Non-Discretionary AUM$17M

Discretionary %96.8%

Total Clients296

Team

Total Employees9

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record42

First FilingJan 2, 2002

Latest FilingMar 5, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MORRIS FINANCIAL CONCEPTS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.