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| Adell Harriman & Carpenter Inc
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|---|---|
| CRD # | 107488 |
| SEC # | 801-50660 |
| CIK # | 0001003574, 0001134152 |
| AUM | 2,087.1 M (2026-03-30) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 713-621-1155 |
| Address | 2700 Post Oak Blvd, Ste 1200 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 136.2 | ||
| Nvidia Corp | 131.9 | ||
| Apple Inc | 103.2 | ||
| Quanta Services Inc | 65.3 | ||
| Microsoft Corp | 59.5 | ||
| Amazon Com Inc | 47.7 | ||
| Alphabet Inc | 44.9 | ||
| Costco Wholesale Corp /NEW | 40.2 | ||
| AbbVie Inc | 36.9 | ||
| Palo Alto Networks Inc | 35.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 0.1 |
| (b) Individuals (high net worth individuals) | 524 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 0.0 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,825 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,825 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,825 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 2,825 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001134152] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
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