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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) |
| Fees | |
| Minimum | |
| Phone | 713-621-1155 |
| Address | 2700 Post Oak Blvd, Ste 1200 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001003574 0001134152 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Visa Inc | 34.6 | ||
| J P Morgan Chase & Co | 34.4 | ||
| Williams Companies Inc | 33.1 | ||
| Iron Mountain Inc | 32.3 | ||
| Blackstone Group LP | 28.9 | ||
| Micron Technology Inc | 27.5 | ||
| Alphabet Inc | 27.3 | ||
| Main Street Capital Corp | 25.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 24.5 | ||
| KKR & Co LP | 24.5 | ||
| Wal Mart Stores Inc | 23.6 | ||
| Cisco Systems Inc | 23.5 | ||
| Eaton Corp Ltd | 22.2 | ||
| Valero Energy Corp/Tx | 21.5 | ||
| United Technologies Corp /DE/ | 21.3 | ||
| Equinix Inc | 19.9 | ||
| Home Depot Inc | 19.5 | ||
| Mastercard Inc | 19.3 | ||
| Goldman Sachs Group Inc | 17.4 | ||
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| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Private Advisory Group LLC
✚
|
WA | 2,144.7 M |
|
Elser Financial Planning Inc
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|
IN | 2,107.9 M |
|
Tortoise Investment Management LLC
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|
NY | 2,067.9 M |
|
Adviceone Advisory Services LLC
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|
CT | 2,045.7 M |
|
Minot Deblois Advisors LLC
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|
MA | 2,044.1 M |
|
Capwealth Advisors LLC
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|
TN | 2,030.8 M |
|
Keebeck Partners LLC
✚
|
IL | 2,027.9 M |
|
Unison Advisors LLC
✚
|
RI | 2,021.0 M |
|
Blackhill Capital Inc
✚
|
NJ | 2,001.2 M |
|
Naples Global Advisors LLC
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|
FL | 1,996.8 M |