SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Everett Harris & Co
Los Angeles, CA
CRD 106830
Firm filing updated March 9, 2026 ·
- $11.5BAssets
- 743Clients
- 13Advisory staff
- 1,794Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals718
- Charities25
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 718 | $11.4 billion |
| Charitable organizations | 25 | $165.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$11.5 billion
- Accounts1,794
- Discretionary$11.2 billion · 1,657 accounts
- Non-discretionary$334.1 million · 137 accounts
People
- Employees18
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106830, SEC file 801-853.
- Registered with the SEC as an investment advisor (status date on record: November 1, 1940).
Is Everett Harris & Co a fiduciary?
Short answer: Everett Harris & Co is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.