Harrison
Shibley

The Mather Group, LLC

CRD#7811602
Investment Advisor
in Houston, TX

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About this Advisor

Harrison Shibley is a financial advisor based in Houston, Texas, working with The Mather Group, LLC. Harrison has previously held positions at Nortech, Q Investments, Benilde St Margarets, Texas Christian University, and The Mather Group, LLC. Harrison has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Harrison is part of The Mather Group, LLC, which operates out of Houston, Texas. The firm has 62 offices and 163 employees. The firm manages assets totaling $10.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4400 Post Oak Pkwy Suite 2330
Houston, TX 77027

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$10,508,543,012

TX Average: $6,674,516,078
Total Number of Employees

163

TX Average: 44
Total Number of Accounts

15,974

TX Average: 2,564
Average Account Size

$657,853

TX Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Harrison Shibley Work History

2023 - Present (1 year)

The Mather Group, LLC

2022 - 2022 (< 1 year)

Q Investments

2021 - 2021 (< 1 year)

Nortech

2019 - 2023 (4 years)

Texas Christian University

2013 - 2019 (6 years)

Benilde St Margarets

Disclosures

Please visit the SEC profile of Harrison Shibley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Mather Group, LLC

Natalya Christy
Chicago, IL
Mauricio Cortes Resendiz
Brentwood, TN
Michael Curley
Cincinnati, OH
Lucas Veldhuis
Houston, TX
Linda Dash
Atlanta, GA
Ben Petrie
Chicago, IL
Ryan Quinn
Chicago, IL
Matthew Greer
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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