# Morris Group Advisory Service, Inc

> 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.

- CRD: 121706
- Filed as: MORRIS GROUP ADVISORY SERVICE, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121706
- AdvisorCensus page: https://advisorcensus.com/firm/morris-group-advisory-service-inc-indianapolis-in-121706

## Quick answers

**How is Morris Group Advisory Service, Inc compensated?**
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.

**Where is Morris Group Advisory Service, Inc located?**
Morris Group Advisory Service, Inc's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Morris Group Advisory Service, Inc registered with the SEC or a state?**
Morris Group Advisory Service, Inc is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 121706.

**How much does Morris Group Advisory Service, Inc manage?**
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).

**What types of clients does Morris Group Advisory Service, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (7).

**Does Morris Group Advisory Service, Inc report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,600,000
- Discretionary: $18,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $11,800,000 |
| High net worth individuals | 7 | $6,800,000 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121706

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morris Group Advisory Service, Inc (CRD 121706): Form ADV filing data as of October 2026.