Harger and Company, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Baton Rouge, LA. Its latest Form ADV filing, dated March 27, 2026, reports $137M in regulatory assets under management, 3 employees, 2 offices, and 423 accounts.
Assets Under Management
$137M
Employees
3
Offices
2 offices
Total Clients
280
Primary office
BATON ROUGE, LA
8048 ONE CALAIS AVE, SUITE D, BATON ROUGE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
280
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of March 27, 2026
Discretionary2.3%
$3M
2% of total RAUM2.3%
Non-discretionary97.7%
$134M
98% of total RAUM97.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$137M
Total Accounts423
10Y AUM Change+$35M (+34.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee93:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.