{
  "crd_number": 155845,
  "slug": "harrison-fiduciary-group-new-york-ny-155845",
  "primary_business_name": "HARRISON FIDUCIARY GROUP",
  "legal_name": "HARRISON FIDUCIARY GROUP LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-31",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2025-03-27",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://harrisonfiduciary.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155845",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/harrison-fiduciary-group-new-york-ny-155845",
  "display_name": "Harrison Fiduciary Group",
  "summary": "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.",
  "citation": "AdvisorCensus. Harrison Fiduciary Group (CRD 155845): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Harrison Fiduciary Group compensated?",
      "a": "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."
    },
    {
      "q": "Where is Harrison Fiduciary Group located?",
      "a": "Harrison Fiduciary Group's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Harrison Fiduciary Group registered with the SEC or a state?",
      "a": "Harrison Fiduciary Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 155845."
    },
    {
      "q": "How much does Harrison Fiduciary Group manage?",
      "a": "Harrison Fiduciary Group reports $0 in regulatory assets under management in its Form ADV filing dated March 27, 2025."
    },
    {
      "q": "How have Harrison Fiduciary Group's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Harrison Fiduciary Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Does Harrison Fiduciary Group report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 956603317.0,
      "total_employees": 2,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 746355472.0,
      "total_employees": 2,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 604956832.0,
      "total_employees": 2,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 623771823.0,
      "total_employees": 2,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2025-03-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/harrison-fiduciary-group-new-york-ny-155845.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155845",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}