Data / Investment advisers / California / Everett Harris & Co
Everett Harris & Co, Los Angeles, CA: $11.5 billion AUM, SEC registered investment adviser
Everett Harris & Co is an SEC registered investment adviser with its main office in Los Angeles, California and reports $11.5 billion in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106830
- SEC file number
- 801-853
- SEC status
- Approved, effective November 1, 1940
- Main office
- 801 South Figueroa Street Suite 2050, Los Angeles, CA 90017
- Phone
- (213) 625-2677
- Website
- everettharris.com
- Regulatory AUM
- $11,531,376,651 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $11,197,323,579
- Non discretionary AUM
- $334,053,072
- Accounts
- 1,794
- Employees
- 18, of which 13 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 718 | $11.37 billion |
| Charitable organizations | 25 | $165.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $11.53 billion | March 9, 2026 |
| December 1, 2025 | $10.90 billion | February 6, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| PCCP, LLC | Los Angeles | $20.10 billion | 40 | adviserinfo.sec.gov |
| Ares Capital Management II LLC | Los Angeles | $19.64 billion | Not listed | adviserinfo.sec.gov |
| Aspiriant, LLC | Los Angeles | $18.05 billion | Not listed | adviserinfo.sec.gov |
| Oaktree Fund Advisors, LLC | Los Angeles | $14.10 billion | Not listed | adviserinfo.sec.gov |
| Post Advisory Group, LLC | Los Angeles | $13.03 billion | 12 | adviserinfo.sec.gov |
| Camden Asset Management | Los Angeles | $11.17 billion | 14 | adviserinfo.sec.gov |
| Jericho Capital Asset Management L.P. | Los Angeles | $10.11 billion | 7 | adviserinfo.sec.gov |
| Composition Wealth, LLC | Los Angeles | $9.47 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving individuals
- Advisers serving charitable organizations
- Everett Harris & Co on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.