S Harris Financial Group, LLC
● SEC registered since 2024CRD 151899SEC# 801-131466San Antonio, TX
Reg. AUM
$404.4M
Employees
7
Accounts
1,036
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 $404.4 million in regulatory assets under management and employs 7 people.
S Harris Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Scott Harris Control | Member And Chief Compliance Officer | 25-50% | 2016 |
| Stephanie Allison Harris Control | Member | 50-75% | 2009 |
Frequently asked questions
How much does S Harris Financial Group, LLC manage?
S Harris Financial Group, LLC reports $404.4 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
| Address | 4456 Lockhill Selma Rd, Suite 101, San Antonio, TX 78249 |
| Phone | 210-547-3450 |
| Fax | 210-547-3451 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2112907 |
| Discloses disciplinary history | No |
Regulatory AUM
$404.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$404.4Mregulatory AUM
Discretionary $404.4M