Everett Harris & Co
● SEC registered since 1940CRD 106830SEC# 801-853Los Angeles, CA
Reg. AUM
$11.53B
Employees
18
Accounts
1,794
Location
Los Angeles, CA
Everett Harris & Co assets under management
Everett Harris & Co operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 1940. It reports $11.5 billion in regulatory assets under management and employs 18 people.
Everett Harris & Co owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Adair Clark Control | President & Chief Compliance Officer | 10-25% | 2005 |
| James Douglas Ward Control | Cio & Cfo | 10-25% | 1992 |
| Oliver Northcote Crary Control | Chairman & Ceo | 10-25% | 1992 |
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Join to unlock · $37/moFrequently asked questions
How much does Everett Harris & Co manage?
Everett Harris & Co reports $11.5 billion in regulatory assets under management on its Form ADV.
How many employees does Everett Harris & Co have?
Everett Harris & Co reports 18 employees.
Where is Everett Harris & Co located?
Everett Harris & Co is based in Los Angeles, CA and has been SEC-registered since 1940.
Does Everett Harris & Co disclose fund performance?
Everett Harris & Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 South Figueroa Street, Suite 2050, Los Angeles, CA 90017 |
| Phone | 213-625-2677 |
| Fax | 213-625-3143 |
| Office hours | 6:30a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1009254 |
| Discloses disciplinary history | No |
Regulatory AUM
$11.53B▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$11.53Bregulatory AUM
Discretionary $11.2BNon-discretionary $334.1M