# Morris Financial Concepts

Morris Financial Concepts is a Bank / Wealth / Trust based in Mount Pleasant, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mount Pleasant, United States
- **Region:** North America
- **Address:** 409 Coleman Blvd. STE 100, Mt. Pleasant, SC 29464, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** mfcplanners.com
- **LinkedIn:** https://www.linkedin.com/company/morris-financial-concepts

## Regulatory record

- **CRD number:** 114862
- **SEC file number:** 801-60830
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114862

## About

Kyra Morris launched Morris Financial Concepts in 1983, building a fee-only registered investment advisor out of Mount Pleasant, South Carolina. The firm serves individuals, trusts, and business entities from a single office on Coleman Boulevard. It advertises both non-discretionary and discretionary asset management, alongside retirement and legacy planning — a conventional wealth-management stack delivered to a Lowcountry client base over a 40-plus-year operating history. The firm's investment approach centers on individual portfolio construction across stocks, bonds, cash equivalents, and other household-level assets. Morris Financial Concepts presents its service as holistic financial planning rather than institutional asset management. The firm's fee-only structure means it earns no commissions, placing it in the same fiduciary posture as larger RIAs. No public record of direct private-market deals, fund commitments, or co-investment activity was surfaced in the current review. Geographic coverage remains concentrated in the Charleston, South Carolina metro area. Team size, total regulatory assets under management, and any related philanthropic or operating vehicles remain offline. The firm's contact page confirms a single physical location — 409 Coleman Blvd., Suite 100 — and a phone line staffed within 24 hours. CFP® certification is noted as a voluntary standard observed by its advisors. No personnel beyond the founder are publicly named on the firm's web presence. No adjacent vehicles, club memberships, or operating businesses were identified. The firm's most notable structural choice is endurance without scale disclosure — a posture that separates it from RIAs that use AUM as a marketing metric. At over 40 years old, it has sustained a local, single-office model in an era of consolidation, answering to a fiduciary standard while keeping its book of business entirely off the public record.

## Questions

### Does Morris Financial Concepts disclose its assets under management?

No. The firm does not publish an AUM figure on its website, in regulatory filings surfaced in this review, or through any other public channel. Its AUM band is listed as Undisclosed.

### What investment approach does the firm advertise?

Morris Financial Concepts promotes holistic wealth management combining investment planning, retirement planning, and legacy planning. Portfolios are constructed from traditional asset classes — stocks, bonds, cash equivalents — and managed on both a discretionary and non-discretionary basis.

## Related profiles

- [Morphosis Venture Capital](https://altss.com/profile/morphosis-venture-capital)
- [Morrison Seger](https://altss.com/profile/morrison-seger)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/morris-financial-concepts

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology