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ADELL HARRIMAN & CARPENTER
ADELL HARRIMAN & CARPENTER INC
CRD 107488 · SEC 801-50660
2700 POST OAK BLVD, STE 1200, HOUSTON, TX, 77056, United States
Phone
713-621-1155
Fax
713-621-7318
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.09B
Discretionary AUM
$2.09B
Team
13 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $78.9M |
| High net worth individuals | 524 | $1.80B |
| Pension/profit sharing plans | 20 | $39.9M |
| Charitable organizations | 11 | $13.2M |
| Corporations/business entities | 24 | $156.4M |
States served
AZ, CA, CO, GA, IL, KS, LA, NM, NY, NC, OH, OK, PA, TN, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD