Investment adviser · CRD 106191
ROBERT HARRELL, INCORPORATED
Investment adviser filing (IA)
ROBERT HARRELL INCORPORATED
AUSTIN, TX, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $885M Form ADV · Item 5.F
- Client accounts
- 67 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Government entities | 8 | $459,735,568 | 51.9% |
| High-net-worth individuals | 48 | $178,342,115 | 20.1% |
| Charities | 6 | $85,363,196 | 9.6% |
| Banks & thrifts | Fewer than 5 | $61,396,980 | 6.9% |
| Other clients | Fewer than 5 | $52,675,065 | 5.9% |
| Retirement plans | Fewer than 5 | $44,612,998 | 5.0% |
| Corporations & businesses | Fewer than 5 | $3,170,849 | 0.4% |
Filing source
Form ADV 2067088 · Mar 6, 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 6, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
8310 N. CAPITAL OF TEXAS HIGHWAY, BUILDING 1, SUITE 320AUSTIN, TX, 78731, United States
CRD 106191
Filing source
Form ADV 2067088 · Mar 6, 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.