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HARRELL INVESTMENT PARTNERS, LLC
CRD 299166 · SEC 801-114354
3814 MEDICAL PARKWAY, AUSTIN, TX, 78756, United States
Phone
512-759-8000
Fax
512-759-8100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$662.4M
Discretionary AUM
$609.6M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $36.8M |
| High net worth individuals | 82 | $622.6M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD