HARPER FINANCIAL STRATEGIES, LLC

HARPER FINANCIAL STRATEGIES, LLC is an SEC-registered investment adviser (CRD 317645). Regulatory assets under management: $38.6M.

Registration

• CRD: 317645
• Type: Registered investment adviser
• Phone: (785) 856-9119
• Latest filing: 2026-03-30
• Regulatory AUM: $38.6M
• Discretionary AUM: $37.0M
• Non-discretionary AUM: $1.5M
• Clients: 2
• Accounts: 330

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317645 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search