NORRIS FINANCIAL GROUP, LLC
SEC RegisteredThe experience & innovation to help you achieve your goals.
About the firm
Norris Financial Group is a family-owned full-service investment advisory company that has been providing financial planning and wealth management services to individuals and families in Greenville, South Carolina for the last 25 years. The firm specializes in delivering custom financial planning for complex financial situations and believes in building long-term relationships with clients based on trust, honesty, and integrity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers fiduciary investment management, comprehensive financial planning, portfolio management, retirement services, and insurance services including life insurance, disability insurance, and long-term care insurance.
Who they serve
Individuals and families in Greenville, South Carolina.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 284 | $74M |
| High Net Worth Individuals | 78 | $252M |
| Charitable Organizations | 35 | $19M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NORRIS FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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