# MORRIS FINANCIAL CONCEPTS, INC.

MORRIS FINANCIAL CONCEPTS, INC. of MOUNT PLEASANT, SC is an SEC-registered investment adviser.

## Registration

- CRD: 114862
- Type: SEC-registered investment adviser
- SEC file number: 801-60830
- Location: 409 COLEMAN BLVD, STE 100, MOUNT PLEASANT, SC, 29464-5318
- Phone: 843-884-6192
- Latest filing: 2026-03-05
- Regulatory AUM: $538.4M
- Discretionary AUM: $521.4M
- Non-discretionary AUM: $17.0M
- Clients: 10
- Accounts: 938

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Kyra Hollowell Morris | PRESIDENT | — |
| James Tucker Morris | CHIEF COMPLIANCE OFFICER | — |
| MORRIS KYRA HOLLOWELL | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEFCOMPLIANCEOFFICER | — |
| MORRIS ROBERT STANLEY | CHIEF COMPLIANCE OFFICER; CHIEF TECHNOLOGY OFFICER; SHAREHOLDER (+2 more) | — |
| PATRICK DENNIS MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| NARDONE MARIO ANTHONY | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| HOLLOWELL JOSEPH GURNEY | CHIEF OPERATIONS OFFICER | — |
| COOK SHARON WHEELER | OFFICE MANAGER; PARTIAL OWNER | — |
| HOLLOWELL JOSEPH GERNEY | CHIEF OF OPERATIONS | — |
| IVY MARY ELIZABETH | CHIEF OPERATIONS OFFICER | — |
| MORRIS JAMES TUCKER | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114862/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114862/similar
- Related entities: https://search.stillhousedata.com/firm/114862/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114862

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.