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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$117MItem 5.F on the latest filing (2025-05-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$117M

Private client RAUM

$117MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

6

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

519

Individual clients

171

High net worth clients

36

SEC number

801-132941

CRD

286379

Filings on the tape

1

First filed

May 7, 2025

Latest filed

May 7, 2025

Organised

Corporation, GA

Website

harrismgt.com

• Occurred

  Oct 31, 2025
  Team lift-out

  2 advisors left Harris Consulting (Roswell, GA) for Newedge Advisors on the same day

  Form ADVobserved 6 days ago
  2 advisors
• Occurred

  Oct 31, 2025
  Advisor changed firm

  Robert Fort Harris left Harris Consulting for Newedge Advisors (registered 2025-05-15)

  Form ADVobserved 6 days ago
• Occurred

  Oct 31, 2025
  Advisor changed firm

  Joel Fort Harris left Harris Consulting for Newedge Advisors (registered 2025-05-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ac226a6-33bc-d36e-92fd-430d683e2ee5

First observed

May 7, 2025

Last observed

May 7, 2025 16 months 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.