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ADELL HARRIMAN & CARPENTER
Legal name: ADELL HARRIMAN & CARPENTER INC
CRD 107488File 801-50660
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2026 | Clients | 781 | 819 | increased by38 |
| Apr 1, 2026 | AUM | $1,756,064,467 | $2,087,058,406 | increased by$330,993,939 |
| Apr 1, 2026 | Accounts | 2,091 | 2,825 | increased by734 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 706 | 781 | increased by75 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,259,593,077 | $1,756,064,467 | increased by$496,471,390 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,928 | 2,091 | increased by163 |
| Apr 1, 2022 | Clients | 776 | 706 | decreased by70 |
| Apr 1, 2022 | AUM | $1,032,403,916 | $1,259,593,077 | increased by$227,189,161 |
| Apr 1, 2022 | Accounts | 1,793 | 1,928 | increased by135 |
| Aug 1, 2021 | Employees | 12 | 11 | decreased by1 |
| 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 “ADELL HARRIMAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADELL HARRIMAN” 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.