NORRIS FINANCIAL GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $353.0M |
| Discretionary | $352.7M100% of AUM |
| Non-Discretionary | $275K |
| Client Accounts | 894 |
| Avg Account Size | $395K |
| Employees | 6 |
| Peak AUM | $353.0MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $353M | +40.3% | +28.8% | +16.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $353.0M |
| Discretionary | $352.7M |
| Employees | 6 |
| Client Accounts | 894 |
| Client Range | 0 |
Contact & Location
Address
605 N. MAIN STREET
GREENVILLE SC 29601
Phone
864-235-6408
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$353M
99.9% of AUM
Non-Discretionary
$275,312
0.1% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported