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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MORRIS FINANCIAL CONCEPTS, INC.

CRD 114862

MOUNT PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ac3643e-e37f-5c3d-530c-e7b96f4c431f

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to Mar 5, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $538MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $521M
Private client RAUM: $534MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $53.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 938
Individual clients: 176
High net worth clients: 117
Custody, client assets: $227M
SEC number: 801-60830
CRD: 114862
Filings on the tape: 29
First filed: Mar 30, 2012
Latest filed: Mar 5, 2026
Organised: Corporation, SC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KYRA HOLLOWELL MORRIS	Certified Financial Planner	MOUNT PLEASANT, SC	22	36	n/a	no
STEPHEN BARTON VALLEY	Chartered Financial Analyst	MOUNT PLEASANT, SC	6	21	1	no
MIMI JO Huss	n/a	MOUNT PLEASANT, SC \| MT. PLEASANT, SC \| WEST HARTFORD, CT	5	10	n/a	no
Steven Bradley Kingsley	Certified Financial Planner	MOUNT PLEASANT, SC \| Mt. Pleasant, SC \| WEST HARTFORD, CT	2	12	2	no
Barbara Leahy Fallon	Certified Financial Planner	MOUNT PLEASANT, SC	1	10	n/a	no
Andy Li	n/a	MOUNT PLEASANT, SC	1	11	n/a	no
Dannae Catherine Enright	Certified Financial Planner	MOUNT PLEASANT, SC	1	16	n/a	no
JAMES TUCKER MORRIS	n/a	MOUNT PLEASANT, SC	0	12	n/a	no
Nathan Edward White	Certified Financial Planner	MOUNT PLEASANT, SC \| MT. PLEASANT, SC \| WEST HARTFORD, CT	0	11	3	no
Jackson Paul Voshell	n/a	MOUNT PLEASANT, SC \| MT. PLEASANT, SC \| WEST HARTFORD, CT	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MORRIS, JAMES, TUCKER	CHIEF COMPLIANCE OFFICER	B	yes	03/2014	Mar 28, 2014	Aug 29, 2024
MORRIS, KYRA, HOLLOWELL	President	E	yes	01/2001	Mar 30, 2012	Aug 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MORRIS TAX PLANNING, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$538M	$521M	10	9	0	n/a	n/a
2024	Mar 31, 2025	$469M	$460M	10	9	0	n/a	n/a
2023	Feb 26, 2024	$408M	$401M	10	6	0	n/a	n/a
2022	Mar 24, 2023	$344M	$335M	10	6	0	n/a	n/a
2021	Mar 24, 2022	$356M	$346M	8	5	0	n/a	n/a
2020	Mar 17, 2021	$306M	$292M	11	6	0	n/a	n/a
2019	Mar 26, 2020	$268M	$255M	10	6	0	n/a	n/a
2018	Mar 29, 2019	$218M	$215M	8	5	2	n/a	n/a
2017	Mar 30, 2018	$234M	$227M	9	5	2	n/a	n/a
2016	Mar 28, 2017	$210M	$205M	7	5	n/a	n/a	n/a
2015	Mar 29, 2016	$188M	$183M	9	4	n/a	n/a	n/a
2014	Mar 28, 2015	$187M	$182M	9	2	n/a	n/a	n/a
2013	Mar 28, 2014	$170M	$170M	9	4	n/a	n/a	n/a
2012	Mar 27, 2013	$150M	$150M	7	5	n/a	n/a	n/a
2011	Mar 30, 2012	$130M	$130M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$538M	$469M	14.8%	$344M	16.1%	10	10	0	0

Relationships

Registered with (16)

← Jackson Paul VoshellAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← Nathan Edward WhiteAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← JAMES TUCKER MORRISAdvisorregistration: current employment
Oct 29, 2025 to presentfactForm ADV
← Steven Bradley KingsleyAdvisorregistration: current employment
Sep 11, 2025 to presentfactForm ADV
← Dannae Catherine EnrightAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← Andy LiAdvisorregistration: current employment
Jan 29, 2025 to presentfactForm ADV
← Barbara Leahy FallonAdvisorregistration: current employment
Nov 15, 2024 to presentfactForm ADV
← MIMI JO HussAdvisorregistration: current employment
Jun 18, 2021 to presentfactForm ADV
← STEPHEN BARTON VALLEYAdvisorregistration: current employment
Feb 13, 2020 to presentfactForm ADV
← KYRA HOLLOWELL MORRISAdvisorregistration: current employment
Dec 17, 2003 to presentfactForm ADV
← Savannah Rose CooperAdvisorregistration: previous registration
Jan 9, 2019 to Jul 2, 2025factForm ADV
← BRIAN JEFFERY CUMMINGSAdvisorregistration: previous registration
Dec 12, 2017 to Aug 9, 2018factForm ADV
← MARY ELIZABETH IVYAdvisorregistration: previous registration
May 4, 2009 to Feb 3, 2015factForm ADV
← DANIEL PATRICK CALLAHANAdvisorregistration: previous registration
Aug 27, 2012 to Dec 4, 2014factForm ADV
← MARIO ANTHONY NARDONEAdvisorregistration: previous registration
Feb 18, 2010 to Aug 15, 2013factForm ADV
← CHARLES DUSTIN CAPASSOAdvisorregistration: previous registration
Apr 10, 2007 to Aug 30, 2011factForm ADV

Controls (2)

← MORRIS, KYRA, HOLLOWELLOwnerPRESIDENT, ownership code E, individual
Mar 30, 2012 to Aug 29, 2024factForm ADV
← MORRIS, JAMES, TUCKEROwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 28, 2014 to Aug 29, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 2, 2025
Advisor changed firm
Savannah Rose Cooper left Morris Financial Concepts, Inc. for Cogentblue (registered 2025-07-23)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Aug 28, 2026
Jackson Paul Voshell added a SC registration at Morris Financial Concepts, Inc.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ac3643e-e37f-5c3d-530c-e7b96f4c431f
First observed: Mar 30, 2012
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MORRIS FINANCIAL CONCEPTS, INC.

CRD 114862

MOUNT PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ac3643e-e37f-5c3d-530c-e7b96f4c431f

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KYRA HOLLOWELL MORRIS

Certified Financial Planner

MOUNT PLEASANT, SC

n/a

STEPHEN BARTON VALLEY

Chartered Financial Analyst

MOUNT PLEASANT, SC

MIMI JO Huss

n/a

MOUNT PLEASANT, SC | MT. PLEASANT, SC | WEST HARTFORD, CT

n/a

Steven Bradley Kingsley

Certified Financial Planner

MOUNT PLEASANT, SC | Mt. Pleasant, SC | WEST HARTFORD, CT

Barbara Leahy Fallon

Certified Financial Planner

MOUNT PLEASANT, SC

n/a

Andy Li

n/a

MOUNT PLEASANT, SC

n/a

Dannae Catherine Enright

Certified Financial Planner

MOUNT PLEASANT, SC

n/a

JAMES TUCKER MORRIS

n/a

MOUNT PLEASANT, SC

n/a

Nathan Edward White

Certified Financial Planner

MOUNT PLEASANT, SC | MT. PLEASANT, SC | WEST HARTFORD, CT

Jackson Paul Voshell

n/a

MOUNT PLEASANT, SC | MT. PLEASANT, SC | WEST HARTFORD, CT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MORRIS, JAMES, TUCKER

CHIEF COMPLIANCE OFFICER

yes

03/2014

Mar 28, 2014

Aug 29, 2024

MORRIS, KYRA, HOLLOWELL

President

yes

01/2001

Mar 30, 2012

Aug 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MORRIS TAX PLANNING, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$538M

$521M

n/a

2024

Mar 31, 2025

$469M

$460M

n/a

2023

Feb 26, 2024

$408M

$401M

n/a

2022

Mar 24, 2023

$344M

$335M

n/a

2021

Mar 24, 2022

$356M

$346M

n/a

2020

Mar 17, 2021

$306M

$292M

n/a

2019

Mar 26, 2020

$268M

$255M

n/a

2018

Mar 29, 2019

$218M

$215M

n/a

2017

Mar 30, 2018

$234M

$227M

n/a

2016

Mar 28, 2017

$210M

$205M

n/a

2015

Mar 29, 2016

$188M

$183M

n/a

2014

Mar 28, 2015

$187M

$182M

n/a

2013

Mar 28, 2014

$170M

n/a

2012

Mar 27, 2013

$150M

n/a

2011

Mar 30, 2012

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$538M

$469M

14.8%

$344M

16.1%