# I.L. "Lonnie" Morris, CPA

I.L. "Lonnie" Morris, CPA is a RIA based in United States, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 118578
- **Registration status:** Registered
- **Latest Form ADV filing:** 2024-05-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118578

## About

I.L. "LONNIE" MORRIS, CPA is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Secondaries & Special Situations

## People

- I.L. "Lonnie" Morris, CPA — Principal

## 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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- [MLD Investment Advisory](https://altss.com/profile/mld-investment-advisory-inc)
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Last updated: 2026-08-14T12:30:00.000Z

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