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Harlan Gene Storey (North Canton)


Harlan Gene Storey is a large advisory firm based in North Canton. It manages $127.14 million of regulatory assets for 323 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Ohio.




Harlan Gene Storey provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harlan Gene Storey: assets under management

The assets under management (AUM) of Harlan Gene Storey is $127.14 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $126.96 million in discretionary accounts and $183.06 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $401.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.15 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harlan Gene Storey for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in North Canton

The principal office where Harlan Gene Storey performs its advisory services is located at 1360 South Main Street, North Canton, OH 44720, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-526-8944 or by fax 330-526-8948. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday.


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