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Morris Financial Concepts, Inc.
Morris Financial Concepts, Inc. is an independent, fee-only Registered Investment Adviser (RIA) based in Mount Pleasant, South Carolina, United States. Founded in 1983, the firm is among Charleston's oldest and largest independent RIAs, offering holistic wealth management and financial planning services. The team includes CERTIFIED FINANCIAL PLANNER™ professionals focusing on investment management, financial planning, tax strategy, estate planning, and legacy planning. Serving individuals, families, and small businesses, the firm emphasizes a fiduciary approach and personalized client advocacy.
Investment Strategy
Morris Financial Concepts applies a holistic, fiduciary-driven approach to investment management and financial planning, using academically-supported and diversified strategies. The firm customizes portfolios to client goals and risk tolerances, integrates tax considerations, and leverages tools such as real estate analysis, debt optimization, and education savings to support long-term wealth accumulation and asset protection. Their investment philosophy prioritizes client advocacy, long-term relationships, and evidence-based methods.
Latest 13F Filing Activity
Morris Financial Concepts, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 197 equity positions with a total 13F market value of $277M. The fund increased holdings in Schwab Strategic TR, Ishares TR, Ishares TR among other positions. Morris Financial Concepts, Inc. reduced exposure to Mercadolibre Inc., The Cigna Group, Eli Lilly & Co. among others.
Top Holdings
Equity Positions (197)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.69% | $40.7M | 60,761 | $483.15 | $669.30 | +$3.3M |
S SCHX | SCHWAB STRATEGIC TR | 13.12% | $36.3M | 1,378,546 | $19.29 | $26.34 | +$3.9M |
I IEFA | ISHARES TR | 6.07% | $16.8M | 192,553 | $61.32 | $87.31 | +$779.2K |
I IJR | ISHARES TR | 5.22% | $14.5M | 121,618 | $110.23 | $118.83 | +$1.7M |
S SHY | ISHARES TR | 3.43% | $9.5M | 114,328 | $81.86 | $82.96 | +$670.8K |
Industry Allocation
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