MORRIS FINANCIAL CONCEPTS, INC.
Adviser information for MORRIS FINANCIAL CONCEPTS, INC. last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 894 | $400.9M |
| Non-Discretionary | 16 | $7.4M |
| Total | 910 | $408.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 179 | $75.5M |
| HNW Individuals | 116 | $329.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 274.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MFC WRAP FEE PROGRAM | MORRIS FINANCIAL CONCEPTS, INC. |
Principal Office
409 COLEMAN BLVD, STE 100MOUNT PLEASANT
SC
United States
Monday - Friday, M-F 9AM-5PM; F 9AM-1PM
Tel: 843-884-6192, Fax: 888-957-0896
Chief Compliance Officer
JAMES TUCKER MORRIS
CHIEF COMPLIANCE OFFICER
409 COLEMAN BLVD, STE 100
MOUNT PLEASANT
SC
United States
Tel:
843-884-6192
Fax:
888-957-0896
T************@**************M
(Full email address available in API data)
Regulatory Contact
KYRA H. MORRIS
PRESIDENT
409 COLEMAN BLVD, STE 100
MOUNT PLEASANT
SC
United States
Tel:
843-884-6192
Fax:
888-957-0896
K**********@**************M
(Full email address available in API data)
Industry Affiliates
| MORRIS TAX PLANNING, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MORRIS, KYRA, HOLLOWELL | Individual | – | PRESIDENT | 01/2001 | > 75% |
| MORRIS, JAMES, TUCKER | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2014 | < 5% |
| MORRIS, ROBERT, STANLEY | Individual | – | VICE PRESIDENT | 03/2015 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 224K | 2K | – |
| ABBVIE INC | COM | 430K | 3K | – |
| ALPHABET INC | CAP STK CL C | 88K | 480 | – |
| ALPHABET INC | CAP STK CL A | 393K | 2K | – |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 2K | 37 | – |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 39K | 621 | – |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 35K | 850 | – |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 181K | 4K | – |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 759K | 12K | – |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 392K | 8K | – |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 2M | 26K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 25K | 275 | – |
| AMERICAN CENTY ETF TR | US EQT ETF | 2M | 24K | – |
| APPLE INC | COM | 1M | 7K | – |
| AUTODESK INC | COM | 267K | 1K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 546K | 1K | – |
| COCA COLA CO | COM | 428K | 7K | – |
| COSTCO WHSL CORP NEW | COM | 390K | 459 | – |
| DEERE & CO | COM | 270K | 723 | – |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 469K | 12K | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 143K | 5K | – |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 181K | 7K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 1M | 19K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 1M | 27K | – |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 24K | 409 | – |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 969K | 39K | – |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 1M | 47K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 7M | 210K | – |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 950K | 36K | – |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 2M | 86K | – |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 2M | 64K | – |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 50K | 2K | – |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 1M | 28K | – |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 2M | 45K | – |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 2M | 68K | – |
| DISNEY WALT CO | COM | 224K | 2K | – |
| ELI LILLY & CO | COM | 2M | 2K | – |
| EXXON MOBIL CORP | COM | 958K | 8K | – |
| GE AEROSPACE | COM NEW | 286K | 2K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 132K | 4K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 82K | 3K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 550K | 5K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US | 198K | 3K | – |
| HOME DEPOT INC | COM | 528K | 2K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 499K | 3K | – |
| ISHARES INC | CORE MSCI EMKT | 755K | 14K | – |
| ISHARES INC | ESG AWR MSCI EM | 73K | 2K | – |
| ISHARES TR | MORNINGSTR US EQ | 23K | 300 | – |
| ISHARES TR | SELECT DIVID ETF | 53K | 442 | – |
| ISHARES TR | CORE S&P500 ETF | 34M | 61K | – |
| ISHARES TR | CORE US AGGBD ET | 268K | 3K | – |
| ISHARES TR | MSCI EMG MKT ETF | 1M | 29K | – |
| ISHARES TR | IBOXX INV CP ETF | 13K | 118 | – |
| ISHARES TR | GLOBAL TECH ETF | 37K | 446 | – |
| ISHARES TR | S&P 500 GRWT ETF | 4M | 40K | – |
| ISHARES TR | GLOB HLTHCRE ETF | 2K | 25 | – |
| ISHARES TR | S&P 500 VAL ETF | 3M | 17K | – |
| ISHARES TR | 20 YR TR BD ETF | 4K | 40 | – |
| ISHARES TR | 7-10 YR TRSY BD | 4K | 40 | – |
| ISHARES TR | 1 3 YR TREAS BD | 7M | 83K | – |
| ISHARES TR | MSCI EAFE ETF | 2M | 20K | – |
| ISHARES TR | RUS MDCP VAL ETF | 5K | 45 | – |
| ISHARES TR | RUS MD CP GR ETF | 883 | 8 | – |
| ISHARES TR | RUS MID CAP ETF | 111K | 1K | – |
| ISHARES TR | CORE S&P MCP ETF | 720K | 12K | – |
| ISHARES TR | ISHARES BIOTECH | 4K | 27 | – |
| ISHARES TR | RUS 1000 VAL ETF | 918K | 5K | – |
| ISHARES TR | RUS 1000 GRW ETF | 28K | 78 | – |
| ISHARES TR | RUS 1000 ETF | 589K | 2K | – |
| ISHARES TR | RUS 2000 VAL ETF | 1M | 7K | – |
| ISHARES TR | RUS 2000 GRW ETF | 514K | 2K | – |
| ISHARES TR | RUSSELL 2000 ETF | 902K | 4K | – |
| ISHARES TR | CORE S&P US GWT | 448K | 4K | – |
| ISHARES TR | RUSSELL 3000 ETF | 56K | 181 | – |
| ISHARES TR | CORE S&P SCP ETF | 12M | 111K | – |
| ISHARES TR | SP SMCP600VL ETF | 1M | 13K | – |
| ISHARES TR | SHRT NAT MUN ETF | 294K | 3K | – |
| ISHARES TR | GL CLEAN ENE ETF | 120 | 9 | – |
| ISHARES TR | MSCI ACWI ETF | 34K | 307 | – |
| ISHARES TR | EAFE SML CP ETF | 2M | 37K | – |
| ISHARES TR | NATIONAL MUN ETF | 162K | 2K | – |
| ISHARES TR | INTL SEL DIV ETF | 57K | 2K | – |
| ISHARES TR | SHORT TREAS BD | 7M | 59K | – |
| ISHARES TR | MSCI USA ESG SLC | 604K | 5K | – |
| ISHARES TR | U.S. MED DVC ETF | 8K | 139 | – |
| ISHARES TR | EAFE GRWTH ETF | 364K | 4K | – |
| ISHARES TR | MSCI USA QLT FCT | 2K | 11 | – |
| ISHARES TR | MSCI USA VALUE | 7K | 71 | – |
| ISHARES TR | CORE MSCI TOTAL | 41K | 600 | – |
| ISHARES TR | CORE MSCI EAFE | 13M | 182K | – |
| ISHARES TR | CORE 1 5 YR USD | 8M | 168K | – |
| ISHARES TR | INTERNATIONAL SL | 98K | 3K | – |
| ISHARES TR | EXPONENTIAL TECH | 15K | 256 | – |
| ISHARES TR | MSCI INTL QUALTY | 2K | 60 | – |
| ISHARES TR | CORE TOTAL USD | 938K | 21K | – |
| ISHARES TR | GLOBAL REIT ETF | 1M | 58K | – |
| ISHARES TR | ESG AWR MSCI USA | 8K | 66 | – |
| ISHARES TR | ESG AW MSCI EAFE | 220K | 3K | – |
| ISHARES TR | IBONDS DEC2026 | 26K | 1K | – |
| ISHARES TR | SELF DRIVNG EV | 16K | 569 | – |
| ISHARES TR | ESG AWR US AGRGT | 240K | 5K | – |
| ISHARES TR | ESG AWARE MSCI | 398K | 10K | – |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 4K | 65 | – |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 6K | 91 | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 34K | 607 | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 233K | 5K | – |
| JOHNSON & JOHNSON | COM | 465K | 3K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 10K | – |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 119K | 12K | – |
| MASTERCARD INCORPORATED | CL A | 654K | 1K | – |
| MCDONALDS CORP | COM | 908K | 4K | – |
| MERCK & CO INC | COM | 535K | 4K | – |
| META PLATFORMS INC | CL A | 483K | 958 | – |
| MICROSOFT CORP | COM | 1M | 3K | – |
| MONDELEZ INTL INC | CL A | 427K | 7K | – |
| MOODYS CORP | COM | 255K | 605 | – |
| NETFLIX INC | COM | 283K | 419 | – |
| NVIDIA CORPORATION | COM | 274K | 2K | – |
| PEPSICO INC | COM | 785K | 5K | – |
| PROCTER AND GAMBLE CO | COM | 448K | 3K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 416K | 7K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 30M | 466K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 257K | 3K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 68K | 878 | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 7M | 140K | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 326K | 12K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 89K | 3K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 314K | 9K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 261K | 7K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 217K | 4K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 368K | 5K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 273K | 4K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 205K | 5K | – |
| SCHWAB STRATEGIC TR | US REIT ETF | 31K | 2K | – |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 1K | 29 | – |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 412K | 12K | – |
| SONOCO PRODS CO | COM | 438K | 9K | – |
| SOUTHERN CO | COM | 256K | 3K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 5M | 10K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 253K | 1K | – |
| TESLA INC | COM | 2M | 9K | – |
| THE CIGNA GROUP | COM | 216K | 652 | – |
| TRUIST FINL CORP | COM | 299K | 8K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 7K | 92 | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 5M | 66K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 43K | 599 | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 8K | 34 | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 444K | 5K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 6K | 32 | – |
| VANGUARD INDEX FDS | MID CAP ETF | 68K | 281 | – |
| VANGUARD INDEX FDS | GROWTH ETF | 9K | 25 | – |
| VANGUARD INDEX FDS | VALUE ETF | 4K | 28 | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 69K | 1K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 5K | 68 | – |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 953 | 21 | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 2M | 22K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 365K | 3K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 638K | 9K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 489K | 5K | – |
| WELLS FARGO CO NEW | COM | 405K | 7K | – |