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MORRIS FINANCIAL CONCEPTS, INC.

MOUNT PLEASANT, SC · CRD 114862 · IAPD ↗ · 843-884-6192

$538.4MRegulatory AUM
9Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MORRIS FINANCIAL CONCEPTS, INC. crossed $500M in regulatory AUM ($469.1M -> $538.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2025 — MORRIS FINANCIAL CONCEPTS, INC. grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.