MR
Morris, Robert Eugene
State-registered
Wealth Manager · Boutique (under $100M)
CRD 149250
·
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ADV data as of Aug 18, 2026
- Regulatory AUM
- $10.1M
- Discretionary
- $0
- Clients
- 5
- Avg AUM / client
- $2.0M
- Accounts
- 6
- Employees
- 1
AUM over time
$10.1M
$10.1M
May 12, 2026
Aug 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $831K | 8.26% |
| High net worth individuals | 5 | $9.2M | 91.7% |
| Other | Fewer than 5 clients | $0 | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • RETAINER-BASED ADVISORY SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 18, 2026.
View current Form ADV (SEC/IAPD) ↗