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| Keyboard |
| Robert Harrell Incorporated
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|
|---|---|
| CRD # | 106191 |
| SEC # | 801-40048 |
| CIK # | |
| AUM | 885.3 M (2026-03-06) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-795-9100 |
| Address | 8310 N Capital of Texas Highway Austin, TX 78731 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure] |
|---|
Item 5 Fees and Compensation, cont’d
Additional Services Fee
Due to the fully customizable nature of Additional Services, all fees are priced with consideration towards
the specification of the service provided and are negotiable. Primarily these services focus on technology
solutions. These services include:
➢ Data Aggregation
➢ Investment Overview Reports
➢ Custom Benchmarking
➢ Cash Flows Reports
Version 03/06/2026 |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2026) [Brochure] |
|---|
Item 7 Types of Clients RHI provides a full range of services for its individual and institutional clients, including high-net worth individuals; family limited partnerships; family offices; public, corporate and Taft-Hartley employee benefit plans; endowments, foundations and charitable trusts. |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 0.2 |
| (c) Banking or thrift institutions | 2 | 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 | 8 | 0.5 |
| (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 | 1 | 0.1 |
| Total | 67 | 0.9 |
| By Discretionary | ||
| Discretionary | 33 | 0.0 |
| Non-Discretionary | 34 | 0.9 |
| Total | 67 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 67 | 0.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
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|
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|
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|
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|
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|
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|
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✚
|
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|
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✚
|
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|
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✚
|
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