Harris Harper Counsel, Inc.

RIASEC Registered
Total AUM
$21.7M
Discretionary
$21.7M
100% of AUM
Avg account
$10.8M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
121746
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Mark Harris

    PartnerCRD 4577900

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth