MORRIS FINANCIAL CONCEPTS, INC.
SEC file number 801-60830
· MOUNT PLEASANT, SC
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$408.3M
Discretionary AUM
$400.9M
Employees
10
Clients
—
Firm
- Address
- 409 COLEMAN BLVD, STE 100
MOUNT PLEASANT, SC 29464-5318 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Ewing Morris Dark Horse Trust Fund Low name-match confidence · CIK 2156693 · A6
- EWING MORRIS FLEXIBLE FIXED INCOME TRUST FUND Low name-match confidence · CIK 1787961 · A6
- EWING MORRIS OPPORTUNITIES TRUST FUND Low name-match confidence · CIK 1621232 · A6
- Ewing Morris Select Credit Fund LP Low name-match confidence · CIK 2157942 · A6
- Ewing Morris Small Cap Trust Fund Low name-match confidence · CIK 2156677 · A6
- Friends of Old Tom Morris, LLC Low name-match confidence · CIK 2078988 · NY
- Kall Morris Inc Low name-match confidence · CIK 1877509 · MI
- LCG2MF Morrisville Investors, LP Low name-match confidence · CIK 2161654 · TX
- Morris County Surgical Center, LLC Low name-match confidence · CIK 1879368 · NJ
- Morrison Street Income Fund, L.P. Low name-match confidence · CIK 1900943 · OR
- Morrison Street Preferred Equity Opportunities Fund, L.P. Low name-match confidence · CIK 2038409 · OR
- Morrison Value Add II SCSp Low name-match confidence · CIK 2061951 · N4
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LCG2MF Morrisville Investors, LP · D · Oct 29, 2026
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Morrison Value Add II SCSp · D/A · Oct 13, 2026
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Ewing Morris Select Credit Fund LP · D · Oct 2, 2026
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Ewing Morris Small Cap Trust Fund · D · Oct 1, 2026
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Ewing Morris Dark Horse Trust Fund · D · Oct 1, 2026
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Morris County Surgical Center, LLC · D · Sep 28, 2026$404.9K
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Morrison Street Preferred Equity Opportunities Fund, L.P. · D/A · Sep 18, 2026
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EWING MORRIS OPPORTUNITIES TRUST FUND · D/A · Sep 9, 2026
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EWING MORRIS FLEXIBLE FIXED INCOME TRUST FUND · D/A · Sep 9, 2026
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Morrison Street Income Fund, L.P. · D/A · Jan 14, 2026
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Friends of Old Tom Morris, LLC · D/A · Oct 31, 2025$3M
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Morrison Value Add II SCSp · D · Oct 14, 2025
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Morrison Street Preferred Equity Opportunities Fund, L.P. · D/A · Sep 29, 2025
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EWING MORRIS OPPORTUNITIES TRUST FUND · D/A · Sep 11, 2025
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EWING MORRIS FLEXIBLE FIXED INCOME TRUST FUND · D/A · Sep 11, 2025
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Friends of Old Tom Morris, LLC · D · Aug 5, 2025$1.5M
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Morrison Value Add II SCSp · D · Apr 8, 2025
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Morrison Street Income Fund, L.P. · D/A · Jan 10, 2025
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Kall Morris Inc · D · Jan 6, 2025$1M