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Morgan Investments INC

Morgan Investments INC. CRD 105977

M

CRD: 105977

Morgan Investments INC

(864) 235-4196
$49.6M Total AUM
$49.6M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
52 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
03-01-1974
Office Locations
1

Office Locations

720 South Pleasantburg Drive Greenville SC

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

-- AVG AGE
$49.6M AVG AUM / ADVISOR
$919.2K AVG AUM / CLIENT
52.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
52yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

R

RAYMOND PERRY MORGAN

Chairman, Chief Compliance Officer, President, Vice President

CRD
--
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2011
08-29-2012
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.

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