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ROBERT HARRELL, INCORPORATED
ROBERT HARRELL INCORPORATED
CRD 106191 · SEC 801-40048
8310 N. CAPITAL OF TEXAS HIGHWAY, BUILDING 1, SUITE 320, AUSTIN, TX, 78731, United States
Phone
512-795-9100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$885.3M
Discretionary AUM
$3.5M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $178.3M |
| Banking/thrift institutions | 2 | $61.4M |
| Pension/profit sharing plans | 1 | $44.6M |
| Charitable organizations | 6 | $85.4M |
| State/municipal entities | 8 | $459.7M |
| Corporations/business entities | 1 | $3.2M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD