S HARRIS FINANCIAL GROUP, LLC

Overview

S Harris Financial Group, LLC is an independently owned RIA organized as an LLC and registered with the SEC in 2024. The firm focuses on advising individuals and families, offering a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and adviser selection. It describes itself as a capital allocator and charges fees via percentage of assets under management alongside hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices