|
⚲
|
| Robert Harrell Incorporated
✚
| |
|---|---|
| CRD # | 106191 |
| SEC # | 801-40048 |
| CIK # | |
| AUM | $840.9 MM (2024-03-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 512-795-9100 |
| Address | 8310 N Capital of Texas Highway Austin, TX 78731 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 53 | 0.2 |
| (c) Banking or thrift institutions | 1 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 6 | 0.1 |
| (i) State or municipal government entities | 7 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 2 | 0.1 |
| Total | 69 | 0.8 |
| By Discretionary | ||
| Discretionary | 35 | 0.0 |
| Non-Discretionary | 34 | 0.8 |
| Total | 69 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.8 | |
| Total | 69 | 0.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Talon Private Wealth LLC
✚
|
FL | 0.8 |
|
One Wealth Advisors LLC
✚
|
CA | 0.8 |
|
Sovran Advisors LLC
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|
CA | 0.8 |
|
Aubrey Capital Management Limited
✚
|
0.8 | |
|
Crumly and Associates Incorporated
✚
|
IL | 0.8 |
|
Alvarium Investment Advisors US Inc
✚
|
FL | 0.8 |
|
Panoramika Advisors Inc
✚
|
FL | 0.8 |
|
Rogers Wealth Group Inc
✚
|
TX | 0.8 |
|
GFG Capital LLC
✚
|
FL | 0.8 |
|
Cohalo Advisory LLC
✚
|
WA | 0.8 |