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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

S HARRIS FINANCIAL GROUP, LLC

CRD 151899

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5dec2c1a-00ce-20ad-589c-1176d4ee1b67

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Oct 15, 2024 to Aug 18, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $404MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $404M
Private client RAUM: $404MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $67.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,036
Individual clients: 139
High net worth clients: 108
Custody, client assets: $118M
SEC number: 801-131466
CIK: 2112907
CRD: 151899
Filings on the tape: 6
First filed: Oct 15, 2024
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Stephanie Allison Harris	Certified Financial Planner	SAN ANTONIO, TX	16	24	2	no
Gary Scott Harris	n/a	SAN ANTONIO, TX	10	11	1	no
MITCHELL ALLEN BYRUM	Certified Financial Planner	SAN ANTONIO, TX	8	13	1	no
Daniel P King	Certified Financial Planner	SAN ANTONIO, TX	3	10	1	no
Samuel James Haager	Certified Financial Planner	SAN ANTONIO, TX	2	11	1	no
Gracelyn Snider	n/a	SAN ANTONIO, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Harris, Gary, Scott	MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	10/2016	Oct 15, 2024	Oct 15, 2024
HARRIS, STEPHANIE, ALLISON	Member	D	yes	09/2009	Oct 15, 2024	Oct 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$404M	$404M	7	6	0	n/a	n/a
2024	Mar 24, 2025	$352M	$349M	8	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$404M	$352M	14.9%	n/a	n/a	7	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Oct 7, 2024	Sep 9, 2024	SAN ANTONIO, TX	Team lift out	Ibd to RIA	0.0%

Relationships

Registered with (10)

← Gracelyn SniderAdvisorregistration: current employment
Jan 13, 2026 to presentfactForm ADV
← Samuel James HaagerAdvisorregistration: current employment
Sep 9, 2024 to presentfactForm ADV
← Daniel P KingAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← MITCHELL ALLEN BYRUMAdvisorregistration: current employment
Mar 30, 2018 to presentfactForm ADV
← Gary Scott HarrisAdvisorregistration: current employment
Aug 9, 2016 to presentfactForm ADV
← Stephanie Allison HarrisAdvisorregistration: current employment
Jan 15, 2010 to presentfactForm ADV
← PAUL EDWARD SCHUDERAdvisorregistration: previous registration
May 17, 2019 to Nov 30, 2022factForm ADV
← Preston James VaughtAdvisorregistration: previous registration
Aug 9, 2016 to Mar 28, 2018factForm ADV
← KYLE RODNEY MARTINAdvisorregistration: previous registration
Jan 21, 2010 to May 2, 2016factForm ADV
← Rudy VillaAdvisorregistration: previous registration
Sep 29, 2014 to May 2, 2016factForm ADV

Controls (2)

← HARRIS, STEPHANIE, ALLISONOwnerMEMBER, ownership code D, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← Harris, Gary, ScottOwnerMEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser2 advisors, team lift out
Oct 7, 2024 to Sep 9, 2024factForm ADV

Dated events

Occurred
Mar 24, 2025
Regulatory AUM changed
S Harris Financial Group, Llc reported RAUM $351.9M, up 61% from $218.7M (2024-10-15 to 2025-03-24)
Form ADVobserved 6 days ago
$133M
Occurred
Oct 15, 2024
First Form ADV filing
S Harris Financial Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Oct 7, 2024
Team lift-out
2 advisors left Raymond James Financial Services Advisors, Inc (San Antonio, TX) for S Harris Financial Group, LLC within 8 days
Form ADVobserved 6 days ago
2 advisors
Occurred
Nov 30, 2022
Advisor changed firm
Paul Edward Schuder left S Harris Financial Group, Llc for Raymond James Financial Services Advisors, Inc (registered 2020-09-11)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5dec2c1a-00ce-20ad-589c-1176d4ee1b67
First observed: Oct 15, 2024
Last observed: Aug 18, 2026 34 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

S HARRIS FINANCIAL GROUP, LLC

CRD 151899

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5dec2c1a-00ce-20ad-589c-1176d4ee1b67

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Stephanie Allison Harris

Certified Financial Planner

SAN ANTONIO, TX

Gary Scott Harris

n/a

SAN ANTONIO, TX

MITCHELL ALLEN BYRUM

Certified Financial Planner

SAN ANTONIO, TX

Daniel P King

Certified Financial Planner

SAN ANTONIO, TX

Samuel James Haager

Certified Financial Planner

SAN ANTONIO, TX

Gracelyn Snider

n/a

SAN ANTONIO, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Harris, Gary, Scott

MEMBER AND CHIEF COMPLIANCE OFFICER

yes

10/2016

Oct 15, 2024

HARRIS, STEPHANIE, ALLISON

Member

yes

09/2009

Oct 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$404M

n/a

2024

Mar 24, 2025

$352M

$349M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$404M

$352M

14.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 7, 2024

Sep 9, 2024

SAN ANTONIO, TX

Team lift out

Ibd to RIA

0.0%