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Robert Harrell Incorporated

● SEC registered since 1991CRD 106191SEC# 801-40048Austin, TX
Export (members)
Reg. AUM
$958.9M
Employees
5
Accounts
88
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 $958.9 million in regulatory assets under management and employs 5 people.
www.harrell.comView on SEC.gov ↗

Robert Harrell Incorporated owners & executives

3 reported
NameTitleOwnershipSince
Robert Lee Harrell ControlChief Executive Officer25-50%1991
Sandra Kaye Larsen-Harrell ControlPresident/Secretary/Treasurer/Chief Operating Officer50-75%2009
William Butler HarrellChief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Robert Harrell Incorporated manage?

Robert Harrell Incorporated reports $958.9 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

Address8310 N. Capital of Texas Highway, Building 1, Suite 320, Austin, TX 78731
Phone512-795-9100
Office hours8:30a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.1M
Non-discretionary$954.9M
Total (RAUM)$958.9M