RIA Intel›Advisers›Texas›ROBERT HARRELL INCORPORATED

ROBERT HARRELL INCORPORATED

Advisory

N·AUSTIN, TX

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$885M
1-Year AUM Growth
0.0%
3-Year CAGR
+3.6%
Employees
5
Assets Under Management
Total AUM$885M
Discretionary AUM$3M
Non-Discretionary AUM$882M
Discretionary %0.4%
Total Clients75
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)+66.7%
Filing History
Total Filings on Record45
First FilingJan 24, 2001
Latest FilingMar 3, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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