Adell Harriman & Carpenter is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 30, 2026, reports $2.1B in regulatory assets under management, 13 employees, and 2,825 accounts.
Assets Under Management
$2.1B
Employees
13
Offices
--
Total Clients
819
Primary office
HOUSTON, TX
2700 POST OAK BLVD, STE 1200, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.0% of total clients.
Top client categories% of clientsClients
1
HNWI
64.0%
524
2
Individuals
29.3%
240
3
Corporations
2.9%
24
4
Pension Plans
2.4%
20
5
Charitable
1.3%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 30, 2026
Discretionary100.0%
$2.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.1B
Total Accounts2,825
10Y AUM Change+$1.5B (+234.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee63:1
10Y Employee Change+3 (+30.0%)
* 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.