Harrison Lazarus Advisors, Inc.

The firm provides investment advisory and financial planning services to individuals (including high-net-worth clients) and certain business entities, offering comprehensive portfolio management, written financial plans, and referrals to third‑party money managers. It conducts portfolio management and planning work for a relatively small client base and typically implements programs using mutual funds, ETFs and individual securities.

The firm’s investment process is centered on client‑approved, asset‑class allocations with periodic rebalancing and at‑least‑quarterly reviews, and the firm generally operates on a non‑discretionary basis, obtaining client authorization before effecting trades. Its stated strategies include long‑ and short‑term purchases, trading and the use of margin or borrowing in client accounts when appropriate, and it implements portfolios through third‑party platforms and sub‑advised funds.

Noteworthy features include an affiliated accounting practice maintained by the firm’s principal, allowing coordination of tax and accounting services under separate agreements, and an operational model in which essentially all reported assets—about $54 million across roughly 33 client relationships—are managed non‑discretionarily, a pattern that is uncommon among peers. The firm also discloses referral arrangements with third‑party money managers and reliance on custodian platform services and sub‑advised fund lineups to implement client strategies.