Harrell Investment Partners, LLC

RIASEC Registered

Total AUM

$662M

Discretionary

$610M

92% of AUM

Avg account

$865K

Accounts

766

Employees

6

Advisory reps

4

Firm details

Headquarters: Austin, Texas
CRD number: 299166
Registered since: December 4, 2018
Website: harrellpartners.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.98%
Individuals5.55%
Charitable Organizations0.46%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Harrell Investment Partners, LLC is an independent RIA and capital allocator that registered with the SEC in 2018. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Harrell does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities65%
State & Local Bonds11%
Public Funds/Mutual Funds7%
Cash & Cash Equivalents7%
US Government Bonds5%

Owners & executives

2 of 2

Anna Bodine
Partner, Chief Operating OfficerCRD 5217850
Robert Harrell
Founder & CEOCRD 2282318

Contacts

2 of 2

Dilda Dalvi
Vice President of OperationsCRD 4850130
Stephanie Morgan
Director, Alternative InvestmentsCRD 8064296

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 37

Active vs passive

$79.9M in ETFs

Passive

100%

$79.9M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)	State Street	Passive	Technology	$7.7M	39,457	9.67%

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Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region: South
County: Travis
Address: 3814 Medical Pkwy
Time zone: CT (UTC-6)
Office locations

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