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S Harris Financial Group, LLC

● SEC registered since 2024CRD 151899SEC# 801-131466San Antonio, TX
Export (members)
Reg. AUM
$351.9M
Employees
7
Accounts
889
Location
San Antonio, TX

S Harris Financial Group, LLC assets under management

S Harris Financial Group, LLC is a registered investment adviser overseen by the SEC based in San Antonio, TX. The firm has been registered since 2024. It reports $351.9 million in regulatory assets under management and employs 7 people.

S Harris Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gary Scott Harris ControlMember And Chief Compliance Officer25-50%2016
Stephanie Allison Harris ControlMember50-75%2009

Frequently asked questions

How much does S Harris Financial Group, LLC manage?

S Harris Financial Group, LLC reports $351.9 million in regulatory assets under management on its Form ADV.

How many employees does S Harris Financial Group, LLC have?

S Harris Financial Group, LLC reports 7 employees.

Where is S Harris Financial Group, LLC located?

S Harris Financial Group, LLC is based in San Antonio, TX and has been SEC-registered since 2024.

Does S Harris Financial Group, LLC disclose fund performance?

S Harris Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4456 Lockhill Selma Rd, Suite 101, San Antonio, TX 78249
Phone210-547-3450
Fax210-547-3451
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK2112907
Discloses disciplinary historyNo

Assets under management

Discretionary$348.6M
Non-discretionary$3.2M
Total (RAUM)$351.9M