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S HARRIS FINANCIAL GROUP, LLC
CRD 151899 · SEC 801-131466
4456 LOCKHILL SELMA RD, SUITE 101, SAN ANTONIO, TX, 78249, United States
Phone
210-547-3450
Fax
210-547-3451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$404.4M
Discretionary AUM
$404.4M
Team
7 total employees; 6 advisory reps; 9 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $26.2M |
| High net worth individuals | 108 | $378.2M |
States served
CA, CO, NE, VA, TX
All web addresses on file
Official SEC filing: View on IAPD