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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.