Everett Harris & Co is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 9, 2026, reports $11.5B in regulatory assets under management, 18 employees, 3 offices, and 1,794 accounts.
Assets Under Management
$11.5B
Employees
18
Offices
3 offices
Total Clients
743
Primary office
LOS ANGELES, CA
801 SOUTH FIGUEROA STREET, SUITE 2050, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.6% of total clients.
Top client categories% of clientsClients
1
Individuals
96.6%
718
2
Charitable
3.4%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.5Bas of March 9, 2026
Discretionary97.1%
$11.2B
97% of total RAUM97.1%
Non-discretionary2.9%
$334M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.5B
Total Accounts1,794
10Y AUM Change+$4.8B (+70.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee41:1
10Y Employee Change-1 (-5.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.