Morris Financial Concepts, Inc.

Overview

Morris Financial Concepts, Inc. is an SEC registered investment adviser based in Mount Pleasant, SC, registered since 2002. It reports $538M in assets under management across 938 accounts, with 10 employees. It has 1 investment adviser representatives.

Reported AUM

$538M

Discretionary

97%

Accounts

938

Average account

$574K

Employees

10

Advisory reps

1

Registered since

2002

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Kyra Hollowell Morris President CRD 1174952
• James Tucker Morris Chief Compliance Officer CRD 6314769

Advisory reps 1 of 1

• James Tucker Morris Investment Adviser Rep CRD 6314769

Location

Headquarters

409 Coleman Blvd Ste 100
Mount Pleasant, SC 29464

County

Charleston

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: mfcplanners.com

Every state, with registration dates

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