AdvisorCensus / Financial advisors / New York / New York / Harrison Fiduciary Group
Harrison Fiduciary Group
Filed as HARRISON FIDUCIARY GROUP · Legal name Harrison Fiduciary Group LLC
Harrison Fiduciary Group is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2025.
Quick answers
From the filingHow is Harrison Fiduciary Group compensated?
On its Form ADV (Item 5.E, October 2026), Harrison Fiduciary Group reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Harrison Fiduciary Group located?
Harrison Fiduciary Group's principal office is in New York, NY, according to its Form ADV.
Is Harrison Fiduciary Group registered with the SEC or a state?
Harrison Fiduciary Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 155845.
How much does Harrison Fiduciary Group manage?
Harrison Fiduciary Group reports $0 in regulatory assets under management in its Form ADV filing dated March 27, 2025.
How have Harrison Fiduciary Group's assets and staff changed since 2021?
In the Form ADV data for Harrison Fiduciary Group: Regulatory assets under management: $956,603,317 in the October 2021 data and $0 in the October 2026 data, down 100%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Harrison Fiduciary Group serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).
Does Harrison Fiduciary Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155845
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 27, 2025) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated March 27, 2025.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Harrison Fiduciary Group LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 2 | March 27, 2025 |
| October 2025 | $0 | 2 | March 27, 2025 |
| October 2024 | $623,771,823 | 2 | March 29, 2024 |
| October 2023 | $604,956,832 | 2 | March 30, 2023 |
| October 2022 | $746,355,472 | 2 | March 31, 2022 |
| October 2021 | $956,603,317 | 2 | March 29, 2021 |
Regulatory assets under management: $956,603,317 in the October 2021 data and $0 in the October 2026 data, down 100%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Harrison Fiduciary Group (CRD 155845): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/harrison-fiduciary-group-new-york-ny-155845