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EVERETT HARRIS & CO
CRD 106830File 801-853
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.53B
Top 10% of cohort (national)
Discretionary AUM
$11.20B
Non-discretionary $334.1M
Clients
743
1,794 accounts
Employees
18
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 1, 1940
- Principal office
- 801 SOUTH FIGUEROA STREET, SUITE 2050, LOS ANGELES, CA, 90017
- Phone
- 213-625-2677
- Website
- HTTP://WWW.EVERETTHARRIS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.53B
- Discretionary AUM
- $11.20B
- Non-discretionary AUM
- $334.1M
- Discretionary accounts
- 1,657
- Non-discretionary accounts
- 137
- Total accounts
- 1,794
- AUM per client
- $15.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 25 | $165.9M |
| Individuals (other than high net worth individuals) | 718 | $11.37B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 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.