RIA Intel›Advisers›Indiana›MORRIS GROUP ADVISORY SERVICE, INC

MORRIS GROUP ADVISORY SERVICE, INC

Advisory

INDIANAPOLIS, IN

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$204K

across 91 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

91 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

FEDDERN FINANCIAL CONSULTING GROUP, LLC

JEFFERSONVILLE, IN

$19M

HUMAN CAPITAL, LLC

$19M

ENDRESS CAPITAL MANAGEMENT, L.L.C.

$18M

EVIA INVESTMENT ADVISORS, LLC

$19M

MYERS ASSET MANAGEMENT LLC

$19M

BKM WEALTH MANAGEMENT GROUP LLC

$18M

Get the full picture on MORRIS GROUP ADVISORY SERVICE, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MORRIS GROUP ADVISORY SERVICE, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans