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I.L. "Lonnie" Morris, CPA
I.L. "Lonnie" Morris, CPA is a ria based in United States; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
I.L. "LONNIE" MORRIS, CPA is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
United States
Corporate office
United States
Principals
I.L. "Lonnie" Morris, CPA
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at I.L. "Lonnie" Morris, CPA?
I.L. "Lonnie" Morris, CPA, the founder, is the sole named principal and decision-maker. He brings a CPA background to asset allocation, which shapes the firm's preference for private credit and real estate deals where tax structures matter.
What investment stages does I.L. "Lonnie" Morris, CPA typically target?
The firm focuses on direct private credit and real estate investments with an emphasis on middle-market companies and opportunistic property acquisitions. It avoids early-stage venture and public equities.
Which sectors does the firm explicitly avoid?
The firm does not publicly disclose a list of excluded sectors. Based on observed focus, it avoids early-stage technology, venture capital, and public equities in favor of credit and real estate.
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