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ROBERT HARRELL, INCORPORATED
Legal name: ROBERT HARRELL INCORPORATED
CRD 106191File 801-40048
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$885.3M
Above cohort median (national)
Discretionary AUM
$3.5M
Non-discretionary $881.8M
Clients
66
67 accounts
Employees
5
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 28, 1991
- Principal office
- 8310 N. CAPITAL OF TEXAS HIGHWAY, BUILDING 1, SUITE 320, AUSTIN, TX, 78731
- Phone
- 512-795-9100
- Website
- HTTP://WWW.HARRELL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $885.3M
- Discretionary AUM
- $3.5M
- Non-discretionary AUM
- $881.8M
- Discretionary accounts
- 33
- Non-discretionary accounts
- 34
- Total accounts
- 67
- AUM per client
- $13.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.2M |
| Charitable organizations | 6 | $85.4M |
| High net worth individuals | 48 | $178.3M |
| Banking or thrift institutions | Fewer than 5 | $61.4M |
| Pension and profit sharing plans | Fewer than 5 | $44.6M |
| State or municipal government entities | 8 | $459.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- 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
- No
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 67 | 66 | decreased by1 |
| Apr 1, 2026 | Clients | 75 | 67 | decreased by8 |
| Apr 1, 2026 | AUM | $958,916,294 | $885,296,771 | decreased by$73,619,523 |
| Apr 1, 2026 | Accounts | 88 | 67 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 5 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 79 | 75 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $913,050,473 | $958,916,294 | increased by$45,865,821 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 79 | 88 | increased by9 |
| Apr 1, 2022 | Clients | 84 | 79 | decreased by5 |
| Apr 1, 2022 | AUM | $752,342,737 | $913,050,473 | increased by$160,707,736 |
| Apr 1, 2022 | Accounts | 84 | 79 | decreased by5 |
| Aug 1, 2021 | Custody | No | Yes | |
| 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 “ROBERT HARRELL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROBERT HARRELL” 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.