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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...
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 discretionary basis. It has 5 employees and 5 investment advisers.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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