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ADELL HARRIMAN & CARPENTER
Legal name: ADELL HARRIMAN & CARPENTER INC
CRD 107488File 801-50660
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.09B
Top 25% of cohort (national)
Discretionary AUM
$2.09B
Clients
819
2,825 accounts
Employees
13
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 29, 1995
- Principal office
- 2700 POST OAK BLVD, STE 1200, HOUSTON, TX, 77056
- Phone
- 713-621-1155
- Website
- HTTPS://AHCINVEST.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.09B
- Discretionary AUM
- $2.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,825
- Non-discretionary accounts
- 0
- Total accounts
- 2,825
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $156.4M |
| Charitable organizations | 11 | $13.2M |
| High net worth individuals | 524 | $1.80B |
| Pension and profit sharing plans | 20 | $39.9M |
| Individuals (other than high net worth individuals) | 240 | $78.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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.