RIA Intelligence

S HARRIS FINANCIAL GROUP, LLC

CRD #151899 SEC #801-131466 SAN ANTONIO, TX 210-547-3450
SEC Registered
Total AUM
$351.9M
Discretionary
$348.6M
Employees
7
Clients
10
Accounts
889

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 15, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HARRIS, STEPHANIE, ALLISONIMEMBERD Control
HARRIS, STEPHANIE, ALLISONIMEMBERD Control
HARRIS, STEPHANIE, ALLISONIMEMBERD Control
HARRIS, STEPHANIE, ALLISONIMEMBERD Control
HARRIS, STEPHANIE, ALLISONIMEMBERD Control
Harris, Gary, ScottIMEMBER AND CHIEF COMPLIANCE OFFICERC Control
Harris, Gary, ScottIMEMBER AND CHIEF COMPLIANCE OFFICERC Control
Harris, Gary, ScottIMEMBER AND CHIEF COMPLIANCE OFFICERC Control
Harris, Gary, ScottIMEMBER AND CHIEF COMPLIANCE OFFICERC Control
Harris, Gary, ScottIMEMBER AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Jul 15, 2025 REGISTERED

Notice Filings (6)

CA CO LA NE TX VA

Address

4456 LOCKHILL SELMA RD
SUITE 101
SAN ANTONIO, TX 78249
United States
Phone: 210-547-3450