# Harris Investment Advisors LLC

> Harris Investment Advisors LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 3, 2026.

- CRD: 118857
- Filed as: HARRIS INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: April 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118857
- AdvisorCensus page: https://advisorcensus.com/firm/harris-investment-advisors-llc-scottsdale-az-118857

## Quick answers

**How is Harris Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harris Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Harris Investment Advisors LLC located?**
Harris Investment Advisors LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Harris Investment Advisors LLC registered with the SEC or a state?**
Harris Investment Advisors LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 118857.

**How much does Harris Investment Advisors LLC manage?**
Harris Investment Advisors LLC reports $28,000,000 in regulatory assets under management in its Form ADV filing dated April 3, 2026 (100% discretionary).

**What types of clients does Harris Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (38).

**Does Harris Investment Advisors LLC 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/118857

## 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: $28,000,000
- Discretionary: $28,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $20,000,000 |
| High net worth individuals | 38 | $8,000,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harrisinvest.com
- Facebook facebook.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harris Investment Advisors LLC (CRD 118857): Form ADV filing data as of October 2026.