S Harris Financial Group, LLC
S Harris Financial Group, LLC is an SEC-registered wealth manager in San Antonio, TX with $404.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns S Harris Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151899, SEC 801-131466, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $404.4M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- San Antonio, TX
- Employees
- 7
- Clients
- 247
- CRD
- 151899
- Ownership
- HARRIS, STEPHANIE, ALLISON; Harris, Gary, Scott
How much AUM does S Harris Financial Group, LLC have?
S Harris Financial Group, LLC reported $404.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns S Harris Financial Group, LLC?
Disclosed owners and executives of S Harris Financial Group, LLC include HARRIS, STEPHANIE, ALLISON, Harris, Gary, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.