CRD: 151899
S Harris Financial Group, LLC
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- Custodian
- Fidelity/NFS · Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2010
- Office Locations
- 1
Office Locations
About S Harris Financial Group, LLC
S. Harris Financial Group is an independent RIA in San Antonio providing holistic wealth management for individuals, families, and small business owners. The team combines financial planning and investment management with cash-flow, retirement, education, estate and tax planning, and insurance analysis, coordinating with clients’ CPAs and attorneys as needed. Custody commonly through Fidelity/NFS and Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Stephanie Allison Harris
Financial Advisor, General Partner
- CRD
- #4534069
- Ownership
- 50% but less than 75%
Gary Scott Harris
Chief Compliance Officer, Owner
- CRD
- #6128900
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MITCHELL ALLEN BYRUM
Financial Advisor, General Partner
- CRD
- #6812718
Samuel James Haager
Associate
- CRD
- #7557458
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $404,390,370 | $390,338 |
| Non-Discretionary | $0 | -- |
| Total | $404,390,370 | $390,338 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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