Harrison Lazarus Advisors, Inc.

Overview

Harrison Lazarus Advisors, Inc. is a small, independent registered investment adviser that operates primarily as an advisory and planner to individuals, families and select institutional clients. The firm emphasizes fee-based financial planning and portfolio management while acting as a capital allocator — selecting third‑party managers where appropriate rather than building exclusively in‑house strategies. Its business model is advisory-first: the firm charges a mix of percentage‑of‑AUM, hourly and fixed fees and provides portfolio construction and manager selection services rather than serving as a discretionary asset gatherer. Notably, the firm reports its assets as non‑discretionary, which indicates clients typically retain trading authority while Harrison Lazarus Advisors focuses on advice, asset selection and ongoing monitoring. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. Its client base combines individual and family households with some institutional relationships, and the firm’s activity profile centers on financial planning, tailored portfolio management for individuals and small businesses, plus the selection and oversight of external advisers and managers when specific exposures are required.

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