# Morris Asset Management

> Morris Asset Management is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 149250
- Filed as: MORRIS ASSET MANAGEMENT
- Legal name: Morris, Robert Eugene
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149250
- AdvisorCensus page: https://advisorcensus.com/firm/morris-asset-management-149250

## Quick answers

**How is Morris Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Morris Asset Management reports these compensation arrangements: a percentage of assets under its management; other.

**Is Morris Asset Management registered with the SEC or a state?**
Morris Asset Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 149250.

**How much does Morris Asset Management manage?**
Morris Asset Management reports $10,059,660 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (0% discretionary).

**What types of clients does Morris Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Morris Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149250

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $10,059,660
- Discretionary: $0
- Non-discretionary: $10,059,660

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $830,606 |
| High net worth individuals | 5 | $9,229,054 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morris Asset Management (CRD 149250): Form ADV filing data as of October 2026.