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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 67 | 66 |
| 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.