MORRIS FINANCIAL CONCEPTS, INC.
CRD #114862 SEC #801-60830 MOUNT PLEASANT, SC 843-884-6192
SEC Registered
Total AUM
$469.1M
Discretionary
$459.6M
Employees
10
Clients
101
Accounts
929
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $469.1M | $459.6M | $9.5M | 10 | 0 |
| Aug 2024 | $408.3M | $400.9M | $7.4M | 10 | 0 |
| Feb 2024 | $408.3M | $400.9M | $7.4M | 10 | 0 |
| Aug 2023 | $344.4M | $335.3M | $9.1M | 10 | 0 |
| Mar 2023 | $344.4M | $335.3M | $9.1M | 10 | 0 |
| Oct 2022 | $355.7M | $345.6M | $10.1M | 8 | 0 |
| Oct 2022 | $355.7M | $345.6M | $10.1M | 8 | 0 |
| Mar 2022 | $355.7M | $345.6M | $10.1M | 8 | 0 |
| Mar 2021 | $305.9M | $292.1M | $13.8M | 11 | 4 |
| Jun 2020 | $267.9M | $255M | $12.9M | 10 | 5 |
| Mar 2020 | $267.9M | $255M | $12.9M | 10 | 5 |
| Sep 2019 | $217.7M | $215M | $2.7M | 8 | 2 |
| Mar 2019 | $217.7M | $215M | $2.7M | 8 | 2 |
| May 2018 | $234.4M | $227.1M | $7.4M | 9 | 262 |
| Mar 2018 | $234.4M | $227.1M | $7.4M | 9 | 262 |
| Mar 2017 | $209.5M | $205.3M | $4.3M | 7 | 300 |
| Apr 2016 | $188M | $183M | $5M | 9 | 250 |
| Apr 2016 | $188M | $183M | $5M | 9 | 250 |
| Mar 2016 | $188M | $183M | $5M | 9 | 250 |
| Nov 2015 | $186.9M | $181.6M | $5.3M | 9 | 200 |
| Mar 2015 | $186.9M | $181.6M | $5.3M | 9 | 200 |
| Sep 2014 | $170.3M | $170.3M | $0 | 9 | 300 |
| Mar 2014 | $170.3M | $170.3M | $0 | 9 | 300 |
| Sep 2013 | $162M | $162M | $0 | 7 | 300 |
| Mar 2013 | $149.8M | $149.8M | $0 | 7 | 300 |
| Mar 2012 | $129.9M | $129.9M | $0 | 6 | 200 |
| Aug 2011 | $134.9M | $134.9M | $0 | 10 | -- |
| Apr 2011 | $134.9M | $134.9M | $0 | 10 | -- |
| Mar 2010 | $106.6M | $106.6M | $0 | 10 | -- |
| Mar 2008 | $116.5M | $116.5M | $0 | 10 | -- |
| Mar 2007 | $108.5M | $108.5M | $0 | 10 | -- |
| Mar 2006 | $91.7M | $91.7M | $0 | 10 | -- |
| Sep 2005 | $85M | $79M | $6M | 10 | -- |
| Sep 2004 | $52.6M | $47.3M | $5.3M | 10 | -- |
| Mar 2004 | $52.6M | $47.3M | $5.3M | 10 | -- |
| Nov 2003 | $38.7M | $38.2M | $527.1K | 10 | -- |
DateMar 2025
Total AUM$469.1M
Discretionary$459.6M
Non-Disc.$9.5M
Employees10
Clients0
DateAug 2024
Total AUM$408.3M
Discretionary$400.9M
Non-Disc.$7.4M
Employees10
Clients0
DateFeb 2024
Total AUM$408.3M
Discretionary$400.9M
Non-Disc.$7.4M
Employees10
Clients0
DateAug 2023
Total AUM$344.4M
Discretionary$335.3M
Non-Disc.$9.1M
Employees10
Clients0
DateMar 2023
Total AUM$344.4M
Discretionary$335.3M
Non-Disc.$9.1M
Employees10
Clients0
DateOct 2022
Total AUM$355.7M
Discretionary$345.6M
Non-Disc.$10.1M
Employees8
Clients0
DateOct 2022
Total AUM$355.7M
Discretionary$345.6M
Non-Disc.$10.1M
Employees8
Clients0
DateMar 2022
Total AUM$355.7M
Discretionary$345.6M
Non-Disc.$10.1M
Employees8
Clients0
DateMar 2021
Total AUM$305.9M
Discretionary$292.1M
Non-Disc.$13.8M
Employees11
Clients4
DateJun 2020
Total AUM$267.9M
Discretionary$255M
Non-Disc.$12.9M
Employees10
Clients5
DateMar 2020
Total AUM$267.9M
Discretionary$255M
Non-Disc.$12.9M
Employees10
Clients5
DateSep 2019
Total AUM$217.7M
Discretionary$215M
Non-Disc.$2.7M
Employees8
Clients2
DateMar 2019
Total AUM$217.7M
Discretionary$215M
Non-Disc.$2.7M
Employees8
Clients2
DateMay 2018
Total AUM$234.4M
Discretionary$227.1M
Non-Disc.$7.4M
Employees9
Clients262
DateMar 2018
Total AUM$234.4M
Discretionary$227.1M
Non-Disc.$7.4M
Employees9
Clients262
DateMar 2017
Total AUM$209.5M
Discretionary$205.3M
Non-Disc.$4.3M
Employees7
Clients300
DateApr 2016
Total AUM$188M
Discretionary$183M
Non-Disc.$5M
Employees9
Clients250
DateApr 2016
Total AUM$188M
Discretionary$183M
Non-Disc.$5M
Employees9
Clients250
DateMar 2016
Total AUM$188M
Discretionary$183M
Non-Disc.$5M
Employees9
Clients250
DateNov 2015
Total AUM$186.9M
Discretionary$181.6M
Non-Disc.$5.3M
Employees9
Clients200
DateMar 2015
Total AUM$186.9M
Discretionary$181.6M
Non-Disc.$5.3M
Employees9
Clients200
DateSep 2014
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees9
Clients300
DateMar 2014
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees9
Clients300
DateSep 2013
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees7
Clients300
DateMar 2013
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees7
Clients300
DateMar 2012
Total AUM$129.9M
Discretionary$129.9M
Non-Disc.$0
Employees6
Clients200
DateAug 2011
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$85M
Discretionary$79M
Non-Disc.$6M
Employees10
Clients--
DateSep 2004
Total AUM$52.6M
Discretionary$47.3M
Non-Disc.$5.3M
Employees10
Clients--
DateMar 2004
Total AUM$52.6M
Discretionary$47.3M
Non-Disc.$5.3M
Employees10
Clients--
DateNov 2003
Total AUM$38.7M
Discretionary$38.2M
Non-Disc.$527.1K
Employees10
Clients--