MORRIS CAPITAL ADVISORS INC
CRD #105890 SEC #801-48262 MALVERN, PA 610-722-0900
SEC Registered
Total AUM
$160.8M
Discretionary
$156.3M
Employees
3
Clients
--
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $160.8M | $156.3M | $4.5M | 3 | 0 |
| Mar 2021 | $144.3M | $137.9M | $6.4M | 3 | 0 |
| Jun 2020 | $144.2M | $136.3M | $7.9M | 4 | 0 |
| Mar 2020 | $144.2M | $136.3M | $7.9M | 4 | 0 |
| Mar 2019 | $175.2M | $129.1M | $46.2M | 4 | 0 |
| Mar 2018 | $233.5M | $164.7M | $68.9M | 4 | 0 |
| Mar 2017 | $230.2M | $155.1M | $75.1M | 4 | 26 |
| Apr 2016 | $344.4M | $213.7M | $130.7M | 3 | 26 |
| Mar 2016 | $344.4M | $213.7M | $130.7M | 3 | 26 |
| Mar 2015 | $421.5M | $419.4M | $2M | 3 | 26 |
| Feb 2015 | $421.5M | $419.4M | $2M | 3 | 26 |
| Mar 2014 | $321.1M | $318.8M | $2.4M | 3 | 26 |
| Sep 2013 | $179.7M | $160.3M | $19.3M | 3 | 26 |
| Feb 2013 | $179.7M | $160.3M | $19.3M | 3 | 26 |
| Mar 2012 | $148.1M | $133.6M | $14.6M | 1 | 26 |
| Mar 2011 | $150M | $133.6M | $16.4M | 5 | -- |
| Feb 2009 | $123.4M | $121.7M | $1.7M | 5 | -- |
| Mar 2008 | $211.7M | $208.8M | $2.9M | 5 | -- |
| Feb 2007 | $140.4M | $137.1M | $3.2M | 5 | -- |
| Feb 2007 | $140.4M | $137.1M | $3.2M | 5 | -- |
| Mar 2006 | $33M | $31.4M | $1.6M | 5 | -- |
| Sep 2005 | $27.1M | $25.3M | $1.7M | 5 | -- |
| Jan 2005 | $19.7M | $18.8M | $909K | 5 | -- |
| Jan 2005 | $14.1M | $14.1M | $0 | 5 | -- |
| Dec 2004 | $19.7M | $19.7M | $0 | 5 | -- |
| Apr 2002 | $15.9M | $15.9M | $0 | 5 | -- |
DateMar 2022
Total AUM$160.8M
Discretionary$156.3M
Non-Disc.$4.5M
Employees3
Clients0
DateMar 2021
Total AUM$144.3M
Discretionary$137.9M
Non-Disc.$6.4M
Employees3
Clients0
DateJun 2020
Total AUM$144.2M
Discretionary$136.3M
Non-Disc.$7.9M
Employees4
Clients0
DateMar 2020
Total AUM$144.2M
Discretionary$136.3M
Non-Disc.$7.9M
Employees4
Clients0
DateMar 2019
Total AUM$175.2M
Discretionary$129.1M
Non-Disc.$46.2M
Employees4
Clients0
DateMar 2018
Total AUM$233.5M
Discretionary$164.7M
Non-Disc.$68.9M
Employees4
Clients0
DateMar 2017
Total AUM$230.2M
Discretionary$155.1M
Non-Disc.$75.1M
Employees4
Clients26
DateApr 2016
Total AUM$344.4M
Discretionary$213.7M
Non-Disc.$130.7M
Employees3
Clients26
DateMar 2016
Total AUM$344.4M
Discretionary$213.7M
Non-Disc.$130.7M
Employees3
Clients26
DateMar 2015
Total AUM$421.5M
Discretionary$419.4M
Non-Disc.$2M
Employees3
Clients26
DateFeb 2015
Total AUM$421.5M
Discretionary$419.4M
Non-Disc.$2M
Employees3
Clients26
DateMar 2014
Total AUM$321.1M
Discretionary$318.8M
Non-Disc.$2.4M
Employees3
Clients26
DateSep 2013
Total AUM$179.7M
Discretionary$160.3M
Non-Disc.$19.3M
Employees3
Clients26
DateFeb 2013
Total AUM$179.7M
Discretionary$160.3M
Non-Disc.$19.3M
Employees3
Clients26
DateMar 2012
Total AUM$148.1M
Discretionary$133.6M
Non-Disc.$14.6M
Employees1
Clients26
DateMar 2011
Total AUM$150M
Discretionary$133.6M
Non-Disc.$16.4M
Employees5
Clients--
DateFeb 2009
Total AUM$123.4M
Discretionary$121.7M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2008
Total AUM$211.7M
Discretionary$208.8M
Non-Disc.$2.9M
Employees5
Clients--
DateFeb 2007
Total AUM$140.4M
Discretionary$137.1M
Non-Disc.$3.2M
Employees5
Clients--
DateFeb 2007
Total AUM$140.4M
Discretionary$137.1M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2006
Total AUM$33M
Discretionary$31.4M
Non-Disc.$1.6M
Employees5
Clients--
DateSep 2005
Total AUM$27.1M
Discretionary$25.3M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2005
Total AUM$19.7M
Discretionary$18.8M
Non-Disc.$909K
Employees5
Clients--
DateJan 2005
Total AUM$14.1M
Discretionary$14.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$19.7M
Discretionary$19.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees5
Clients--