Morris Group Advisory Service, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Morris Group Advisory Service, Inc. is a small, independent advisory firm that provides discretionary portfolio management and investment advice primarily to individual clients. The firm manages 91 client accounts with roughly $18.6 million in assets under management and uses an independent custodian for client assets.
The firm operates as a fiduciary and establishes client needs, goals, time horizons, and risk tolerance through client interviews, then implements investment programs that generally emphasize broadly held market securities. With written authorization the firm exercises discretionary authority, conducts account reviews at least quarterly (monthly in practice), and provides periodic market-review reports to clients.
A notable feature is that the firm’s advisory representative is also a registered representative of an affiliated broker-dealer and acts as an insurance agent, a combination that is uncommon among independent advisers. The brochure discloses that the representative may receive commissions or 12b-1 fees on certain variable annuity, variable life, or mutual fund sales and that the representative spends part of his time on broker-dealer and insurance activities; the firm also disclosed a prior regulatory penalty related to a missed filing.
Client services
Expertise
Fee options
Fees based on individual client account balances, paid quarterly in arrears; specific percentage not stated
Main office
8445 Keystone Crossing Ste 240
Indianapolis IN 46240
Advisors at this office
2
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John S
Series 63
Indianapolis, IN
Morris Group Advisory Service, Inc
John Simmons is a financial advisor with Morris Group Advisory Service, Inc. in Indianapolis, Indiana. He holds a Series 63 designation and has 40 years of industry experience, including 38 years with Morris Group. In addition to his advisory role, he is also licensed to sell life insurance. Morris Group Advisory Service, Inc. is an independent firm providing discretionary portfolio management and investment advice primarily to individual clients. The firm manages approximately $18.6 million in assets across 91 client accounts, using an independent custodian and emphasizing broadly held market securities in its investment approach.
John S
Series 63, Series 65
Indianapolis, IN
Morris Group Advisory Service, Inc
John Simmons is a financial advisor with Morris Group Advisory Service, Inc. in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Morris Group, Inc. since 2001 and has served as president of the affiliated broker-dealer, Morris Group, Inc., which operates a small broker-dealer and sells life insurance products. Morris Group Advisory Service, Inc. is an independent firm providing discretionary portfolio management and investment advice primarily to individual clients. The firm manages approximately 91 client accounts and emphasizes broadly held market securities while operating as a fiduciary with regular account reviews and client reporting.
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