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| Keyboard |
| Everett Harris & Co
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|---|---|
| CRD # | 106830 |
| SEC # | 801-853 |
| CIK # | 0001009254 |
| AUM | 11.53 B (2026-03-09) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 213-625-2677 |
| Address | 801 South Figueroa Street Los Angeles, CA 90017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 1.0 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Alphabet Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Novo Nordisk A S | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| TJX Companies Inc /DE/ | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Abbott Laboratories | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 718 | 11.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 25 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,794 | 11.5 |
| By Discretionary | ||
| Discretionary | 1,657 | 11.2 |
| Non-Discretionary | 137 | 0.3 |
| Total | 1,794 | 11.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.5 | |
| Total | 1,794 | 11.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001009254] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stonebridge Advisors LLC
✚
|
CT | 11.83 B |
|
Greenhaven Associates Inc
✚
|
NY | 11.66 B |
|
CSM Advisors LLC
✚
|
PA | 11.65 B |
|
Gateway Investment Advisers LLC
✚
|
OH | 11.59 B |
|
QRG Capital Management Inc
✚
|
PA | 11.41 B |
|
Fiduciary Management Inc
✚
|
WI | 11.36 B |
|
Heck Capital Advisors LLC
✚
|
WI | 11.31 B |
|
Perigon Wealth Management LLC
✚
|
CA | 11.29 B |
|
Hyperion Asset Management Limited
✚
|
11.14 B | |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
11.12 B |