S Harris Financial Group, LLC

Overview

S Harris Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and serves primarily individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. The firm describes itself as a capital allocator and charges clients via a mix of AUM-based fees, hourly rates, and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives