Adell Harriman & Carpenter Inc
● SEC registered since 1995CRD 107488SEC# 801-50660Houston, TX
Reg. AUM
$2.09B
Employees
13
Accounts
2,825
Location
Houston, TX
Adell Harriman & Carpenter Inc assets under management
Adell Harriman & Carpenter Inc is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1995. It reports $2.1 billion in regulatory assets under management and employs 13 people.
Adell Harriman & Carpenter Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Anne Wolff Control | General Counsel | Under 5% | 2025 |
| Jennifer Lynn Barron Control | Principal | 10-25% | 2024 |
| Leia Powell Carpenter Control | Chief Executive Officer, President, Principal, And Chief Compliance Officer | 25-50% | 1995 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Adell Harriman & Carpenter Inc manage?
Adell Harriman & Carpenter Inc reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Adell Harriman & Carpenter Inc have?
Adell Harriman & Carpenter Inc reports 13 employees.
Where is Adell Harriman & Carpenter Inc located?
Adell Harriman & Carpenter Inc is based in Houston, TX and has been SEC-registered since 1995.
Does Adell Harriman & Carpenter Inc disclose fund performance?
Adell Harriman & Carpenter Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2700 Post Oak Blvd, Ste 1200, Houston, TX 77056 |
| Phone | 713-621-1155 |
| Fax | 713-621-7318 |
| Office hours | 8:30 a.m.-5:00 p.m. M-Th; 8:00 a.m.-4:30 p.m. F |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1134152 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.09B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$2.09Bregulatory AUM
Discretionary $2.09B