# Harmon Financial Advisors, Inc.

> Harmon Financial Advisors, Inc. is a state-registered investment advisory firm in Flowood, MS, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 155345
- Filed as: HARMON FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Flowood, MS
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155345
- AdvisorCensus page: https://advisorcensus.com/firm/harmon-financial-advisors-inc-flowood-ms-155345

## Quick answers

**How is Harmon Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Harmon Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Harmon Financial Advisors, Inc. located?**
Harmon Financial Advisors, Inc.'s principal office is in Flowood, MS, according to its Form ADV.

**Is Harmon Financial Advisors, Inc. registered with the SEC or a state?**
Harmon Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155345.

**How much does Harmon Financial Advisors, Inc. manage?**
Harmon Financial Advisors, Inc. reports $16,388,917 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (0% discretionary).

**What types of clients does Harmon Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Harmon Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155345

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,388,917
- Discretionary: $0
- Non-discretionary: $16,388,917

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,049,076 |
| High net worth individuals | Fewer than 5 | $6,691,211 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,044,917 |
| Charitable organizations | Fewer than 5 | $603,713 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harmonfa.com
- harmonizefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harmon Financial Advisors, Inc. (CRD 155345): Form ADV filing data as of October 2026.