Asset manager · New York, NY
Harrison Fiduciary Group
Harrison Fiduciary Group LLC · SEC-registered investment adviser · CRD 155845 · SEC 801-110949
At a glance
Harrison Fiduciary Group is an SEC-registered investment adviser based in New York, New York, with $0 in regulatory assets under management as of its Form ADV filed March 27, 2025. By Form ADV it is a asset manager, ranked 3,077th of 3,218 asset managers and 17,062nd of 17,210 SEC-registered advisers by assets.
harrisonfiduciary.comAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #3,077 of 3,218
- Rank among all SEC RIAs
- #17,062 of 17,210
- Rank in New York
- #2,562 of 2,591
- Clients
- 5
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 3
Custody and brokerage
Custodian
Harrison Fiduciary Group’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 5 | $0M | – |
Disciplinary disclosures
Harrison Fiduciary Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Pension consulting
- Other services
How it’s paid
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗harrisonfiduciary.com ↗
AtlasMembers
The full record on Harrison Fiduciary Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- Locked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Harrison Fiduciary Group manage?
Harrison Fiduciary Group reports $0 in regulatory assets under management, on its Form ADV filed March 27, 2025.
What kind of firm is Harrison Fiduciary Group?
Harrison Fiduciary Group is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Harrison Fiduciary Group’s clients?
By assets, its largest client types are pooled investment vehicles ($0, 5 clients).
Does Harrison Fiduciary Group have any disciplinary history?
Harrison Fiduciary Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Harrison Fiduciary Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing, which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →