SAN ANTONIO, TXCRD 151899Latest ADV March 18, 2026
S Harris Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 18, 2026, reports $404M in regulatory assets under management, 7 employees, and 1,036 accounts.
Assets Under Management
$404M
Employees
7
Offices
--
Total Clients
247
Primary office
SAN ANTONIO, TX
4456 LOCKHILL SELMA RD, SUITE 101, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.3% of total clients.
Top client categories% of clientsClients
1
Individuals
56.3%
139
2
HNWI
43.7%
108
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of March 18, 2026
Discretionary100.0%
$404M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$404M
Total Accounts1,036
10Y AUM Change+$186M (+84.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
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.