Data / Investment advisers / Texas / Robert Harrell, Incorporated
Robert Harrell, Incorporated, Austin, TX: $885 million AUM, SEC registered investment adviser
Robert Harrell, Incorporated is an SEC registered investment adviser with its main office in Austin, Texas and reports $885 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include state and municipal governments, high net worth 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
- 106191
- SEC file number
- 801-40048
- SEC status
- Approved, effective October 28, 1991
- Legal name
- Robert Harrell Incorporated
- Main office
- 8310 N. Capital of Texas Highway Building 1, Suite 320, Austin, TX 78731
- Phone
- (512) 795-9100
- Website
- harrell.com
- Regulatory AUM
- $885,296,771 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $3,492,804
- Non discretionary AUM
- $881,803,967
- Accounts
- 67
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 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 |
|---|---|---|
| State or municipal government entities | 8 | $459.7 million |
| High net worth individuals | 48 | $178.3 million |
| Charitable organizations | 6 | $85.4 million |
| Banking or thrift institutions | 2 | $61.4 million |
| Pension and profit sharing plans | 1 | $44.6 million |
| Corporations or other businesses | 1 | $3.2 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 | $885.3 million | March 6, 2026 |
| December 1, 2025 | $958.9 million | March 13, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Arvin Capital Management LP | Austin | $953.4 million | 1 | adviserinfo.sec.gov |
| Christopher & Co., LLC | Austin | $913.8 million | 25 | adviserinfo.sec.gov |
| Richard P. Slaughter Associates, Inc. | Austin | $905.2 million | Not listed | adviserinfo.sec.gov |
| Distributed Global Manager LP | Austin | $902.7 million | 12 | adviserinfo.sec.gov |
| CFM Wealth Partners LLC | Austin | $885.8 million | Not listed | adviserinfo.sec.gov |
| Alongside, LLC | Austin | $878.6 million | Not listed | adviserinfo.sec.gov |
| Alpha Capital Management | Austin | $871.4 million | Not listed | adviserinfo.sec.gov |
| Pine Valley Capital Partners LLC | Austin | $869.6 million | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving high net worth individuals
- Robert Harrell, Incorporated 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.