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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| S Harris Financial Group LLC
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|---|---|
| CRD # | 151899 |
| SEC # | 801-131466 |
| CIK # | |
| AUM | $351.9 M (2025-07-15) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 210-547-3450 |
| Address | 4456 Lockhill Selma Rd San Antonio, TX 78249 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 45.3 |
| (b) Individuals (high net worth individuals) | 96 | 303.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 351.9 |
| By Discretionary | ||
| Discretionary | 882 | 348.6 |
| Non-Discretionary | 7 | 3.2 |
| Total | 889 | 351.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.9 | |
| Total | 889 | 351.9 |
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|---|---|---|
|
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✚
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CA | 0.4 |
|
Howard Wealth Management LLC
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0.4 | |
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D Scott Neal Inc
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|
Bright Road Wealth Management LLC
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|
Patron Partners LLC
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TX | 0.3 |
|
Kinetic Investment Management Inc
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|
CA | 0.3 |
|
Shearwater Capital LLC
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|
CO | 0.3 |
|
Arbor Capital Management Inc
✚
|
AK | 0.3 |