|
⚲
|
| S Harris Financial Group LLC
✚
|
|
|---|---|
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 45.3 |
| (b) Individuals (high net worth individuals) | 96 | 303.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 351.9 |
| By Discretionary | ||
| Discretionary | 882 | 348.6 |
| Non-Discretionary | 7 | 3.2 |
| Total | 889 | 351.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.9 | |
| Total | 889 | 351.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Union Square Investment Co
✚
|
CA | 0.4 |
|
Howard Wealth Management LLC
✚
|
0.4 | |
|
Access Financial Resources Inc
✚
|
OK | 0.4 |
|
D Scott Neal Inc
✚
|
KY | 0.4 |
|
Pecaut & Co
✚
|
IA | 0.4 |
|
Bright Road Wealth Management LLC
✚
|
AK | 0.3 |
|
Patron Partners LLC
✚
|
TX | 0.3 |
|
Kinetic Investment Management Inc
✚
|
CA | 0.3 |
|
Shearwater Capital LLC
✚
|
CO | 0.3 |
|
Arbor Capital Management Inc
✚
|
AK | 0.3 |