Adell Harriman & Carpenter

Trust Score 96%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Adell Harriman & Carpenter, federally registered in 1995, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 4 advisors. Adell Harriman & Carpenter manages $745.2 million and provides investment advisory services for 477 clients (1:120 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,562,330
Hybrid Advisor No
Disciplinary History No
Total AUM $745.2 million
Advisor / Client Ratio 1:120
Headquarters 2700 Post Oak Blvd, Ste 1200 Houston, TX 77056
SEC Filings Forms and Brochures    (CRD # 107488)
State(s) Registered CA, FL, LA, NM, TX, VA

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