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Robert Harrell Incorporated
Robert Harrell Incorporated is an SEC-registered investment adviser in Austin, TX, since 1991. The firm manages $885 million in assets and $3 million on a...
Overview
Robert Harrell Incorporated is an SEC-registered investment adviser in Austin, TX, since 1991. The firm manages $885 million in assets and $3 million on a discretionary basis. It has 5 employees and 5 investment advisers. ROBERT HARRELL, INCORPORATED was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-06, it reported 5 employees; 67 advisory accounts; services including Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Pension and profit sharing plans, State or municipal government entities; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Wealth Manager
Year founded
1991
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Principals
Robert Harrell
Founder
Sector focus
Frequently asked questions
How does Robert Harrell Incorporated construct client portfolios?
Public records indicate the firm uses a bottom-up, fundamental equity research process to build concentrated separate-account portfolios. The practice incorporates US large-cap equities alongside fixed-income and Texas municipal bonds, with an emphasis on direct security ownership rather than packaged product allocation. This approach avoids the fund-of-funds layering common among larger wealth management platforms.
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