# S Harris Financial Group, LLC

> S Harris Financial Group, LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 151899
- Filed as: S HARRIS FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151899
- AdvisorCensus page: https://advisorcensus.com/firm/s-harris-financial-group-llc-san-antonio-tx-151899

## Quick answers

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

**How much does S Harris Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated August 18, 2026 states: Subscription: $100 to $200 a month (annual ongoing financial planning fee); Hourly rate: $300 to $750 an hour (standalone financial planning services); Flat fee: $8,000 to $30,000 (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is S Harris Financial Group, LLC located?**
S Harris Financial Group, LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is S Harris Financial Group, LLC registered with the SEC or a state?**
S Harris Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 151899.

**How much does S Harris Financial Group, LLC manage?**
S Harris Financial Group, LLC reports $404,390,370 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**How have S Harris Financial Group, LLC's assets and staff changed since 2025?**
In the Form ADV data for S Harris Financial Group, LLC: Regulatory assets under management: $351,891,793 in the October 2025 data and $404,390,370 in the October 2026 data, up 15%. Total employees: 7 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does S Harris Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139); high net worth individuals (108).

**Which custodians does S Harris Financial Group, LLC use?**
S Harris Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does S Harris Financial 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 SEC record: https://adviserinfo.sec.gov/firm/summary/151899

**Does S Harris Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 18, 2026 says: "SHFG generally requires a minimum relationship size of $250,000 to effectively implement its investment process."

**What changed in S Harris Financial Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $351,891,793 to $404,390,370 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 18, 2026)

- Account minimum: $250,000

> SHFG generally requires a minimum relationship size of $250,000 to effectively implement its investment process.

- Subscription: $100 to $200 a month (annual ongoing financial planning fee)

> However, certain Clients with a relationship size under $1,000,000 will be charged an annual ongoing financial planning fee ranging from $100 to $200 per month, paid in advance of each month.

- Hourly rate: $300 to $750 an hour (standalone financial planning services)

> Hourly fees range from $300 to $750 per hour. Fixed engagement fees range from $8,000 to $30,000.

- Flat fee: $8,000 to $30,000 (standalone financial planning services)

> Hourly fees range from $300 to $750 per hour. Fixed engagement fees range from $8,000 to $30,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $404,390,370
- Discretionary: $404,390,370
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $26,217,390 |
| High net worth individuals | 108 | $378,172,980 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NE, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sharrisfinancial.com
- Facebook @SHarrisFinancial
- LinkedIn @SHarrisFinancial
- X @SHarrisFin
- YouTube @sharrisfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $351,891,793 | 7 | July 15, 2025 |
| October 2026 | $404,390,370 | 7 | August 18, 2026 |

Regulatory assets under management: $351,891,793 in the October 2025 data and $404,390,370 in the October 2026 data, up 15%.
Total employees: 7 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $351,891,793 to $404,390,370 (+15%).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. S Harris Financial Group, LLC (CRD 151899): Form ADV filing data as of October 2026.