Data / Investment advisers / Texas / S Harris Financial Group, LLC
S Harris Financial Group, LLC, San Antonio, TX: $404 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
S Harris Financial Group, LLC is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $404 million in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch S Harris Financial Group, LLC (CRD number 151899): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 151899
- SEC file number
- 801-131466
- SEC status
- Approved, effective November 18, 2024
- Main office
- 4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249
- Phone
- (210) 547-3450
- Regulatory AUM
- $404,390,370 in the Form ADV filed August 18, 2026
- Discretionary AUM
- $404,390,370
- Accounts
- 1,036
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 108 | $378.2 million |
| Individuals (other than high net worth individuals) | 139 | $26.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $404.4 million | March 18, 2026 |
| December 1, 2025 | $351.9 million | July 15, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Eldred Rock Partners, LLC | San Antonio | $644.1 million | 1 | adviserinfo.sec.gov |
| TLWM Financial | San Antonio | $605.4 million | Not listed | adviserinfo.sec.gov |
| SWBC Investment Company | San Antonio | $594.4 million | 1 | adviserinfo.sec.gov |
| Kercheville Advisors LLC | San Antonio | $554.7 million | Not listed | adviserinfo.sec.gov |
| 327 Capital Partners, LLC | San Antonio | $505.5 million | 8 | adviserinfo.sec.gov |
| Secure Financial Management | San Antonio | $399.8 million | Not listed | adviserinfo.sec.gov |
| M. E. Allison & Co., Inc. | San Antonio | $366.4 million | Not listed | adviserinfo.sec.gov |
| Financial Life Advisors | San Antonio | $366.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- S Harris Financial Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.