Malcolm Morris is not listed as a control person, but directly owns between 10% and 25% of Valued Retirements. Malcolm Morris holds a Master of Business Administration from the University of Texas, a Doctor of Jurisprudence from the University of Texas and a Bachelor of Arts in Business Administration from Southern Methodist University.
Valued Retirements is an investment adviser based in Houston, TX, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $190 million, as filed on 14 April 2026. Its fees, ownership and offices are on the firm’s profile.
Malcolm S. Morris is Business Counsel and Firm Partner of Cove Wealth Management. He held management positions at Stewart Title Guaranty Company in Houston, from vice president of operations to chairperson and chief executive officer, and later worked for 19 years with SISCO as chairperson and co-chief executive officer and then vice chairperson until retirement. He has collaborated with Weathermatic, a Texas-based company in smart water technology.
- CRD
- 7521655
- Firm
- Valued Retirements · CRD 114236
- Role
- Partner, Business Counsel
- In role since
- March 2022 · 4 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Houston, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- covewm.com
Where does Malcolm Morris work?
Malcolm Morris has been Partner, Business Counsel of Valued Retirements, Inc. since March 2022.
How can I verify Malcolm Morris’ record?
Malcolm Morris’ role is listed on Valued Retirements, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 114236.
