R. KENT HARRIS AND ASSOCIATES, LTD.

Overview

R. Kent Harris And Associates, Ltd. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and combines fee-based advisory work with broker-dealer and insurance-broker activities. Its advisory scope emphasizes financial planning and portfolio management for individuals and small businesses. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not marked as a multi-state adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices