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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-1974
- Office Locations
- 1
Office Locations
About Morgan Investments INC
Morgan Investments INC is a Greenville-based RIA. The firm has been operating for 52 years. Managing $49.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 31, 2011 and August 29, 2012, reported AUM increased 1.8%, from $59.8M to $60.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 54 clients, or 54 clients per representative. That equates to $919.2K in reported AUM per client.
The profile lists 1 reported office location and 52 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
RAYMOND PERRY MORGAN
Chairman, Chief Compliance Officer, President, Vice President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,637,557 | $520,163 |
| Non-Discretionary | $0 | -- |
| Total | $49,637,557 | $520,163 |
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Separately Managed Accounts
SMA allocation detail is available
Morgan Investments INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.