Norris Financial Group, LLC
Norris Financial Group, LLC is an SEC-registered mass-market adviser in Greenville, SC with $353.0M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Norris Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129422, SEC 801-112958, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $353.0M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Greenville, SC
- Employees
- 6
- Clients
- 403
- CRD
- 129422
- Ownership
- TERRY L. NORRIS FINANCIAL SERVICES, CORP.; NORRIS, TERRY, LYNN
How much AUM does Norris Financial Group, LLC have?
Norris Financial Group, LLC reported $353.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Norris Financial Group, LLC?
Disclosed owners and executives of Norris Financial Group, LLC include TERRY L. NORRIS FINANCIAL SERVICES, CORP., NORRIS, TERRY, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.