Investment adviser · CRD 10385
HARGER AND COMPANY, INC.
Investment adviser filing (IA)
BATON ROUGE, LA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $137M Form ADV · Item 5.F
- Client accounts
- 423 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 280 | $137,039,240 | 100.0% |
Filing source
Form ADV 2076513 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
8048 ONE CALAIS AVE, SUITE DBATON ROUGE, LA, 70809, United States
CRD 10385
Filing source
Form ADV 2076513 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.