RIA Intel›Advisers›Mississippi›HARMON FINANCIAL ADVISORS, INC.

HARMON FINANCIAL ADVISORS, INC.

Advisory

FLOWOOD, MS

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$1M

across 14 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients8

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, MS

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MS

Closest by assets under management. All figures from Form ADV.

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REIBER WEALTH ADVISORY SERVICES, LLC

$21M

PATHWAY PLANNING INC

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