Harris Harper Counsel, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 121746
- Website
- www.cedarfund.harfam.org
- Custodians
- FIRST BANK OF RICHMON TRUST, FIRST BANK OF RICHMOND TRUST, FIRST BANK OF RICHMOND TRUST
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles97.93%
- Other2.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Harris Harper Counsel, Inc. is a small, fee-based advisory corporation that acts as a capital allocator primarily for institutional clients. The firm provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and picks other advisers when specialized capabilities are needed. Its stated investment preference is equities, and it does not position itself as an active ESG investor. With a concentrated client base and a percentage-of-AUM fee model, the firm appears set up to deliver tailored, advisory-driven solutions rather than mass-market wealth management. The firm’s activity includes selecting external managers for specific strategies, which supports its use of third-party alternatives and sub-advisors for portions of client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Mark Harris
PartnerCRD 4577900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations