RIA Intel›Advisers›Tennessee›HARWOOD INVESTMENT GROUP LLC

HARWOOD INVESTMENT GROUP LLC

Advisory

MEMPHIS, TN

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$610K

across 28 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

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

15 clients

15 high-net-worth

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

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Advisers of similar size in TN

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

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BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.

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HUNLEY WEALTH MANAGEMENT LLC

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