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HARRIS CONSULTING

ROSWELL, GA · CRD 286379 · IAPD ↗ · harrismgt.com · 770-642-2228

$117.4MRegulatory AUM
2Advisory reps
6Employees
1Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — HARRIS CONSULTING (ROSWELL, GA) left the SEC roster (was $117.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
July 2025 — HARRIS CONSULTING (ROSWELL, GA) is newly SEC-registered with $117.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.