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Kyra Morris

President at Morris Financial Concepts

Investment adviser registrationUpdated

Kyra Morris is President of Morris Financial Concepts, Inc., a Mount Pleasant investment adviser managing $538M. Kyra Morris has 22 years in the industry across 2 firms.

22
Years in industry
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kyra Morris has been President of Morris Financial Concepts since January 2001, is a control person of the firm and directly owns 75% or more of it.

Morris Financial Concepts, Inc. is a Mount Pleasant, SC firm with $538M under management, 294 clients and 9 advisers in one office, as of its March 2026 filing.

Kyra Morris’ longest registration was 22 years at Morris Financial Concepts, Inc. (2003–2026).

  1. Apella WealthAlso current
    – present · under a year
    Mt. Pleasant, SC · Adviser representative · Firm CRD 171106
  2. Morris Financial Concepts, Inc.
    – · 22 years
    Mount Pleasant, SC · Adviser representative · Firm CRD 114862

Credentials and registrations

Investment adviser representative registrations

Kyra Morris is registered as an investment adviser representative in 2 states. Each was approved in September 2026.

  • ConnecticutSince 21 September 2026
  • South CarolinaSince 21 September 2026

Examinations

No examinations are on Kyra Morris’s record.

Key facts

Full name
Kyra Hollowell Morris
CRD
1174952
Firm
Morris Financial Concepts · CRD 114862
Role
President
Registration
Investment adviser registration
In the industry since
December 2003
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kyra Morris work?

Kyra Morris has been President of Morris Financial Concepts, Inc. since January 2001, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 5 March 2026

Is Kyra Morris a financial advisor?

Yes. Kyra Morris has a current investment-adviser registration in Connecticut and South Carolina.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kyra Morris have?

Kyra Morris has 22 years in the financial industry, since December 2003, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where was Kyra Morris previously registered as an investment adviser?

Kyra Morris has past investment-adviser registrations through Morris Financial Concepts, Inc., December 2003 to September 2026, across 2 firms.

Source: IAPD individual record, checked 22 October 2026

Is Kyra Morris registered with FINRA?

No. Kyra Morris has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kyra Morris’ record?

Search CRD 1174952 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyra Morris’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Morris Financial Concepts

Sources

  1. IAPD individual record, CRD 1174952, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Morris Financial Concepts, Inc., filed 5 March 2026. Title, control and ownership bands.
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