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- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2014
- Office Locations
- 4
Office Locations
About BCD Advisors
Harris Financial Solutions (HFS), Inc. is an Akron, OH-based financial planning and investment advisory firm serving individuals and families with insurance, retirement and estate planning, and wealth preservation strategies. Portfolios lean heavily on ETFs alongside cash and investment-grade corporate bonds. The firm offers an online risk profile workflow (via StratiFi) to align recommendations with client goals.
Reported data analysis
What the numbers show
Of the latest reported AUM, 9.4% is discretionary and 90.6% is non-discretionary.
The firm reports 4 advisory representatives and 468 clients, or 117 clients per representative. That equates to $110.9K in reported AUM per client.
The profile lists 4 reported office locations and 12 years in operation. The source data was last updated on August 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
KEITH HARRIS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5831728
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
STEVEN RALPH ANDERSON
Chief Executive Officer, President
- CRD
- #1012542
STEPHEN HINANT HECKER JR.
--
- CRD
- #4751495
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,900,000 | -- |
| Non-Discretionary | $47,000,000 | -- |
| Total | $51,900,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
BCD Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.