Adell Harriman & Carpenter Inc
● SEC registered since 1995CRD 107488SEC# 801-50660Houston, TX
Reg. AUM
$2.09B
Employees
13
Accounts
2,825
Location
Houston, TX
About Adell Harriman & Carpenter
Adell, Harriman & Carpenter (AHC) is a boutique investment management and financial advisory firm. Solutions address business owners, nonprofit foundations, and virtual family offices, alongside portfolio management and financial counseling.
Summary based on the firm’s website.
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 | Chief Compliance Officer And General Counsel | Under 5% | 2026 |
| Jennifer Lynn Barron Control | Principal | 10-25% | 2024 |
| Leia Powell Carpenter Control | Principal | 10-25% | 1995 |
| Marcus Wilson Berry Control | Chief Executive Officer, President, And Principal | 10-25% | 2026 |
| Scot Wallace Johnson Control | Principal | 10-25% | 2021 |
| Stephen Decatur Adell Control | Principal | 10-25% | 1995 |
Frequently 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, monthlySep '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,369 advisers
EmployeesTop 34%
More than 66% of 16,804 advisers
Assets under management
$2.09Bregulatory AUM
Discretionary $2.09B