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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- LegacyTimber +more
- Established Date
- 01-11-2002
- Office Locations
- 1
Office Locations
About Morris Financial Concepts, Inc.
Morris Financial Concepts is an independent, fee-only financial planning and wealth management firm serving the Charleston, SC area. The team builds holistic plans that integrate investment management with tax strategy, retirement and estate/legacy planning, and charitable/education funding guidance. Portfolios are primarily ETF- and mutual fund-based, with custody relationships including Schwab and Fidelity.
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Owner & Executives
KYRA HOLLOWELL MORRIS
Certified Financial Planner, President
- CRD
- #1174952
- Ownership
- 75% or more
JAMES TUCKER MORRIS
Certified Financial Planner, Chief Compliance Officer
- CRD
- #6314769
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Dannae Catherine Enright
--
- CRD
- #8159169
Barbara Leahy Fallon
--
- CRD
- #8000878
Ridge foundation
Bridge peak
- CRD
- #19878
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $521,395,767 | $572,333 |
| Non-Discretionary | $17,016,739 | $630,250 |
| Total | $538,412,506 | $574,001 |
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Separately Managed Accounts
Total SMA Asset: $538,412,506
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $311,647,065 | 9.8% |
| Equity - Exchange | $766,397,373 | 24.1% |
| Cash | $1,113,025,230 | 35.0% |
| Corporate - Investment Grade | $989,002,419 | 31.1% |
| Total | $3,180,072,087 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE CAPITAL | BRIDGE UNISON | 4IR9G9GYV | MZHYZ | 5.49% | $100,959,593 |
| CREST ALPHA | RIDGE MATRIX | 7AK9MM11N | CCP | 7.65% | $31,272,591 |
| ZENITH OAK HARBOR | CREST FOCUS | 11QIKH3DY | NBXNZ | 1.80% | $19,801,193 |
| PIONEER VERTEX | VECTOR MOMENTUM | 8UDR9XWOT | ERD | 4.72% | $29,518,764 |
| FUSION CREST | VECTOR PIONEER | EUK79MSUE | NYIKQ | 0.93% | $84,680,900 |
| CAPITAL DELTA | ZENITH INSIGHT | KEVEEQF1M | QMUHI | 4.27% | $9,558,845 |
| RADIAL TIMBER | ZENITH PATHWAY | HCLCS9TO0 | PZSK | 5.51% | $31,322,174 |
| MATRIX RADIAL | DELTA PATHWAY | SJ4RQW8BO | YVEVN | 12.11% | $40,669,883 |