Morris Financial Concepts, Inc.
Morris Financial Concepts, Inc. is an SEC-registered wealth manager in Mount Pleasant, SC with $538.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Morris Financial Concepts, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114862, SEC 801-60830, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $538.4M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Mount Pleasant, SC
- Employees
- 10
- Clients
- 294
- CRD
- 114862
- Ownership
- PATRICK, DENNIS, MICHAEL; MORRIS, KYRA, HOLLOWELL; MORRIS, ROBERT, STANLEY; NARDONE, MARIO, ANTHONY; HOLLOWELL, JOSEPH, GURNEY
How much AUM does Morris Financial Concepts, Inc. have?
Morris Financial Concepts, Inc. reported $538.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Morris Financial Concepts, Inc.?
Disclosed owners and executives of Morris Financial Concepts, Inc. include PATRICK, DENNIS, MICHAEL, MORRIS, KYRA, HOLLOWELL, MORRIS, ROBERT, STANLEY, NARDONE, MARIO, ANTHONY, HOLLOWELL, JOSEPH, GURNEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.