# Harwood Investment Group LLC

> Harwood Investment Group LLC is a state-registered investment advisory firm in Memphis, TN, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 126391
- Filed as: HARWOOD INVESTMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126391
- AdvisorCensus page: https://advisorcensus.com/firm/harwood-investment-group-llc-memphis-tn-126391

## Quick answers

**How is Harwood Investment Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harwood Investment Group LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Harwood Investment Group LLC located?**
Harwood Investment Group LLC's principal office is in Memphis, TN, according to its Form ADV.

**Is Harwood Investment Group LLC registered with the SEC or a state?**
Harwood Investment Group LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 126391.

**How much does Harwood Investment Group LLC manage?**
Harwood Investment Group LLC reports $17,083,344 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Harwood Investment Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15).

**Does Harwood Investment Group 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/126391

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $17,083,344
- Discretionary: $17,083,344
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 15 | $17,083,344 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harwood Investment Group LLC (CRD 126391): Form ADV filing data as of October 2026.