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| S Harris Financial Group LLC
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|---|---|
| CRD # | 151899 |
| SEC # | 801-131466 |
| CIK # | 0002112907 |
| AUM | 404.4 M (2026-03-18) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 210-547-3450 |
| Address | 4456 Lockhill Selma Rd San Antonio, TX 78249 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002112907 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 5.3 | ||
| Microsoft Corp | 3.8 | ||
| Nvidia Corp | 3.3 | ||
| Amazon Com Inc | 1.9 | ||
| Alphabet Inc | 1.7 | ||
| Allstate Corp | 1.5 | ||
| Facebook Inc | 1.3 | ||
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 1.2 | ||
| Apple Inc | 1.2 | ||
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 1.0 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Visa Inc | 0.8 | ||
| Bank of America Corp /DE/ | 0.8 | ||
| Mastercard Inc | 0.8 | ||
| Netflix Inc | 0.8 | ||
| Broadcom Inc | 0.8 | ||
| Tesla Motors Inc | 0.7 | ||
| Morgan Stanley | 0.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.7 | ||
| Alphabet Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 26.2 |
| (b) Individuals (high net worth individuals) | 108 | 378.2 |
| (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 | 0.0 |
| (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 | 1,036 | 404.4 |
| By Discretionary | ||
| Discretionary | 1,036 | 404.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,036 | 404.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.4 | |
| Total | 1,036 | 404.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112907] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 9 |
| Serves | Institutional, Retail |
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|---|---|---|
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