{
  "crd_number": 121706,
  "slug": "morris-group-advisory-service-inc-indianapolis-in-121706",
  "primary_business_name": "MORRIS GROUP ADVISORY SERVICE, INC",
  "legal_name": "MORRIS GROUP ADVISORY SERVICE, INC",
  "dbas": [],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-01-01",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-01-27",
  "carried_forward": false,
  "raum_total": 18600000.0,
  "raum_discretionary": 18600000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11800000.0,
      "count": 84
    },
    "high_net_worth_individuals": {
      "raum": 6800000.0,
      "count": 7
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "IN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121706",
  "disclosure_items": [
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/morris-group-advisory-service-inc-indianapolis-in-121706",
  "display_name": "Morris Group Advisory Service, Inc",
  "summary": "Morris Group Advisory Service, Inc is a state-registered investment advisory firm in Indianapolis, IN, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.",
  "citation": "AdvisorCensus. Morris Group Advisory Service, Inc (CRD 121706): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Morris Group Advisory Service, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Morris Group Advisory Service, Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Morris Group Advisory Service, Inc located?",
      "a": "Morris Group Advisory Service, Inc's principal office is in Indianapolis, IN, according to its Form ADV."
    },
    {
      "q": "Is Morris Group Advisory Service, Inc registered with the SEC or a state?",
      "a": "Morris Group Advisory Service, Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 121706."
    },
    {
      "q": "How much does Morris Group Advisory Service, Inc manage?",
      "a": "Morris Group Advisory Service, Inc reports $18,600,000 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Morris Group Advisory Service, Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (7)."
    },
    {
      "q": "Does Morris Group Advisory Service, Inc report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121706"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/morris-group-advisory-service-inc-indianapolis-in-121706.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 84,
      "fewer_than_5": false,
      "raum": 11800000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6800000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121706",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}