RIA Intel›Advisers›Utah›HARRIS INVESTMENT MANAGEMENT, INC

HARRIS INVESTMENT MANAGEMENT, INC

Advisory

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$104K

across 116 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$11M

Non-Discretionary AUM$757K

Discretionary %93.7%

Total Clients109

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InUT

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

109 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in UT

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

GC CAPITAL MANAGEMENT, LLC

SALT LAKE CITY, UT

$12M

MILL CREEK INVESTMENT MANAGEMENT, LLC

$12M

PEAK HORIZONS CAPITAL, LLC

CLEARFIELD, UT

$12M

SAFE BAY RETIREMENT ADVISORS LLC

$12M

FIRST SECURITY INVESTMENT MANAGEMENT INC

SALT LAKE CITY, UT

$12M

WITHERS WEALTH ADVISORY LLC

$12M

Get the full picture on HARRIS INVESTMENT MANAGEMENT, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HARRIS INVESTMENT MANAGEMENT, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans