Harrell Investment Partners, LLC
Harrell Investment Partners, LLC is an SEC-registered wealth manager in Austin, TX with $662.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Harrell Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299166, SEC 801-114354, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $662.4M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 6
- Clients
- 186
- CRD
- 299166
- Ownership
- HARRELL, ROBERT, KING; BODINE, ANNA, VICTORIA; DALVI, DILDA, DEEPAK; WILLIAMS, BROOKE; Wilson, William
How much AUM does Harrell Investment Partners, LLC have?
Harrell Investment Partners, LLC reported $662.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Harrell Investment Partners, LLC?
Disclosed owners and executives of Harrell Investment Partners, LLC include HARRELL, ROBERT, KING, BODINE, ANNA, VICTORIA, DALVI, DILDA, DEEPAK, WILLIAMS, BROOKE, Wilson, William. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.