Robert Harrell Incorporated
● SEC registered since 1991CRD 106191SEC# 801-40048Austin, TX
Reg. AUM
$885.3M
Employees
5
Accounts
67
Location
Austin, TX
Robert Harrell Incorporated assets under management
Robert Harrell Incorporated is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 1991. It reports $885.3 million in regulatory assets under management and employs 5 people.
Robert Harrell Incorporated owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Lee Harrell Control | Chief Executive Officer | 25-50% | 1991 |
| Sandra Kaye Larsen-Harrell Control | President/Secretary/Treasurer/Chief Operating Officer | 50-75% | 2009 |
| William Butler Harrell | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Robert Harrell Incorporated manage?
Robert Harrell Incorporated reports $885.3 million in regulatory assets under management on its Form ADV.
How many employees does Robert Harrell Incorporated have?
Robert Harrell Incorporated reports 5 employees.
Where is Robert Harrell Incorporated located?
Robert Harrell Incorporated is based in Austin, TX and has been SEC-registered since 1991.
Does Robert Harrell Incorporated disclose fund performance?
Robert Harrell Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8310 N. Capital of Texas Highway, Building 1, Suite 320, Austin, TX 78731 |
| Phone | 512-795-9100 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$885.3M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$885.3Mregulatory AUM
Discretionary $3.5MNon-discretionary $881.8M