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HALBERT HARGROVE
Legal name: HALBERT HARGROVE GLOBAL ADVISORS, LLC
CRD 105515File 801-33048
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.20B
Top 25% of cohort (national)
Discretionary AUM
$4.17B
Non-discretionary $37.7M
Clients
1,518
4,932 accounts
Employees
52
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 13, 1988
- Principal office
- 111 WEST OCEAN BOULEVARD, 23RD FLOOR, LONG BEACH, CA, 90802-7908
- Phone
- 562-435-5657
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.20B
- Discretionary AUM
- $4.17B
- Non-discretionary AUM
- $37.7M
- Discretionary accounts
- 4,929
- Non-discretionary accounts
- 3
- Total accounts
- 4,932
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $89.6M |
| Charitable organizations | 26 | $138.0M |
| High net worth individuals | 883 | $3.41B |
| Pension and profit sharing plans | 24 | $322.5M |
| Individuals (other than high net worth individuals) | 574 | $244.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,449 | 1,518 | increased by69 |
| Apr 1, 2026 | AUM | $3,516,418,609 | $4,203,912,885 | increased by$687,494,276 |
| Apr 1, 2026 | Accounts | 4,671 | 4,932 | increased by261 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 52 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,323 | 1,449 | increased by126 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,030,982,898 | $3,516,418,609 | increased by$485,435,711 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,099 | 4,671 | increased by572 |
| Apr 1, 2022 | Employees | 43 | 44 | increased by1 |
| Apr 1, 2022 | Clients | 1,267 | 1,323 | increased by56 |
| Apr 1, 2022 | AUM | $2,762,891,021 | $3,030,982,898 | increased by$268,091,877 |
| Apr 1, 2022 | Accounts | 3,900 | 4,099 | increased by199 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HALBERT HARGROVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HALBERT HARGROVE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.