NORRIS FINANCIAL GROUP, LLC

CRD 129422File 801-112958

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$353.0M

Below cohort median (national)

Discretionary AUM

$352.7M

Non-discretionary $275K

Clients

403

894 accounts

Employees

Above cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Apr 25, 2018
Principal office: 605 N. MAIN STREET, GREENVILLE, SC, 29601
Phone: 864-235-6408
Website: HTTPS://WWW.NORRISFINANCIALGROUP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $353.0M
Discretionary AUM: $352.7M
Non-discretionary AUM: $275K
Discretionary accounts: 888
Non-discretionary accounts: 6
Total accounts: 894
AUM per client: $876K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$6.6M
Charitable organizations	Fewer than 5	$635K
High net worth individuals	78	$252.3M
Pension and profit sharing plans	35	$19.4M
Individuals (other than high net worth individuals)	284	$74.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.