RIA · Independent channel
Morris Financial Concepts
Acquired by Apella Wealth · September 2026
Mount Pleasant, South Carolina advisory practice acquired by Apella Wealth on September11,2026.
- Website
- apellawealth.com
- Regulator record
- MORRIS FINANCIAL CONCEPTS, INC. (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$544M
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
1
Arrivals 0
Teams joining Morris Financial Concepts in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Morris Financial Concepts in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 15 | Acquisition | Morris Financial ConceptsMount Pleasant, SC | Apella WealthRIA | $544M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.