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- Custodian
- Altruist · Ameritas · Truist Bank
- Clients
- Retail
- Platforms
- Meridian frontierEmber crest
- Established Date
- 04-04-2022
- Office Locations
- 2
Office Locations
About Harper Financial Strategies, LLC
Harper Financial Strategies is a family-owned, independent RIA founded in 2022 by Garrett Harper (CFP, CEPA). The firm delivers simplified, fiduciary financial planning for family business owners and entrepreneurs, pairing goal-based guidance with ongoing portfolio construction and risk management. Portfolios primarily use public funds and ETFs, and the firm keeps a deliberately small client roster for high-touch service; custody includes Altruist.
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Owner & Executives
GARRETT GALEN HARPER
Chief Compliance Officer, Founder, MANAGING PRINCIPAL
- CRD
- #5983168
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALEXANDER COATS
--
- CRD
- #6369259
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,028,330 | -- |
| Non-Discretionary | $1,522,633 | -- |
| Total | $38,550,963 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,550,963
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $821,431,163 | 17.0% |
| Equity - Exchange | $512,186,490 | 10.6% |
| Cash | $584,665,710 | 12.1% |
| Corporate - Investment Grade | $1,038,868,824 | 21.5% |
| Municipal Bonds | $1,096,852,200 | 22.7% |
| U.S. Government/Agency | $777,943,631 | 16.1% |
| Total | $4,831,948,018 | 100.0% |