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- Custodian
- SEI · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2011
- Office Locations
- 2
Office Locations
About Harmon Financial Advisors, Inc.
Harmon Financial Advisors, Inc. is a fee-only Registered Investment Advisor delivering comprehensive financial planning and asset management for clients’ full financial lives, including major personal and business decisions with ongoing structure and accountability. Investment work focuses on risk-aware asset allocation and can span traditional funds and alternatives. The firm’s relationship with SEI Private Trust Company (and Vanguard) is a key implementation/custody detail for distribution teams.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 8 clients, or 4 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Harmon Financial Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM PATRICK HARMON
Financial Advisor, General Partner
- CRD
- #2670444
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MITCHELL CLINT BROWN
--
- CRD
- #4916063
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,388,917 | -- |
| Total | $16,388,917 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Harmon Financial Advisors, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.