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
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| COOK, SHARON, WHEELER | I | PARTIAL OWNER | NA | |
| HOLLOWELL, JOSEPH, GURNEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| IVY, MARY, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| IVY, MARY, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| IVY, MARY, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| IVY, MARY, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NARDONE, MARIO, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NARDONE, MARIO, ANTHONY | I | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| NARDONE, MARIO, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NARDONE, MARIO, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NARDONE, MARIO, ANTHONY | I | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| NARDONE, MARIO, ANTHONY | I | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| PATRICK, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT/CHIEFCOMPLIANCEOFFICER | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, KYRA, HOLLOWELL | I | PRESIDENT | E | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MORRIS, JAMES, TUCKER | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HOLLOWELL, JOSEPH, GURNEY | I | CHIEF OPERATIONS OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | SHAREHOLDER | A | Control |
| MORRIS, ROBERT, STANLEY | I | SHAREHOLDER / CHIEF COMPLIANCE OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | SHAREHOLDER / CHIEF COMPLIANCE OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | SHAREHOLDER | A | Control |
| MORRIS, ROBERT, STANLEY | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | CHIEF TECHNOLOGY OFFICER | A | Control |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A | |
| MORRIS, ROBERT, STANLEY | I | VICE PRESIDENT | A |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (8)
CA FL GA LA NC SC TX VA
Address
409 COLEMAN BLVD, STE 100MOUNT PLEASANT, SC 29464-5318
United States
Phone: 843-884-6192