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.
Robert Harrell, Incorporated
Austin, TX
Robert Harrell Incorporated, CRD 106191
Firm filing updated March 6, 2026 ·
- $885.3MAssets
- 5Advisory staff
- 67Accounts
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
- High net worth individuals48
- State or municipal government entities (including government pension plans)8
- Charities6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 48 | $178.3 million |
| Banking or thrift institutions | Fewer than 5 clients | $61.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $44.6 million |
| Charitable organizations | 6 | $85.4 million |
| State or municipal government entities (including government pension plans) | 8 | $459.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $3.2 million |
| Other: "FAMILY TESTAMENTARY TRUST" | Fewer than 5 clients | $52.7 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
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$885.3 million
- Accounts67
- Discretionary$3.5 million · 33 accounts
- Non-discretionary$881.8 million · 34 accounts
People
- Employees5
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Robert Harrell Incorporated SEC-registered investment advisor. CRD 106191, SEC file 801-40048.
- Registered with the SEC as an investment advisor (status date on record: October 28, 1991).
Is Robert Harrell, Incorporated a fiduciary?
Short answer: Robert Harrell, Incorporated 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.