Morris Financial Concepts, Inc.

CRD 114862 · Mount Pleasant, SC · $538.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 114862
SEC number: 801-60830
Firm type: RIA
Assets under management: $538.4M as of Mar 5, 2026
Website: www.facebook.com/MORRISFINANCIAL ↗
Phone: 843-884-6192
Address: 409 Coleman Blvd, Ste 100, Mount Pleasant, SC, 29464-5318

Advisors at this firm

9 in our index · page 1 of 1

Dannae Catherine EnrightCRD 8159169 · Mount Pleasant, SC

IA Registered
Barbara Leahy FallonCRD 8000878 · Mount Pleasant, SC

IA Registered
Mimi Jo HussCRD 2550461 · Mount Pleasant, SC

IA Registered
Steven Bradley KingsleyCRD 6891466 · Mount Pleasant, SC

IA Registered
Andy LiCRD 7559262 · Mount Pleasant, SC

IA Registered
James Tucker MorrisCRD 6314769 · Mount Pleasant, SC

IA Registered
Kyra Hollowell MorrisCRD 1174952 · Mount Pleasant, SC

IA Registered
Stephen Barton ValleyCRD 3175953 · Mount Pleasant, SC

IA Registered
Nathan Edward WhiteCRD 7181140 · Mount Pleasant, SC

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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