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HARRELL INVESTMENT PARTNERS, LLC
CRD 299166File 801-114354
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$662.4M
Above cohort median (national)
Discretionary AUM
$609.6M
Non-discretionary $52.8M
Clients
186
766 accounts
Employees
6
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 4, 2018
- Principal office
- 3814 MEDICAL PARKWAY, AUSTIN, TX, 78756
- Phone
- 512-759-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $662.4M
- Discretionary AUM
- $609.6M
- Non-discretionary AUM
- $52.8M
- Discretionary accounts
- 749
- Non-discretionary accounts
- 17
- Total accounts
- 766
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.1M |
| High net worth individuals | 82 | $622.6M |
| Individuals (other than high net worth individuals) | 104 | $36.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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.