Harrell Investment Partners, LLC
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
FINTRXOverview
Harrell Investment Partners, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2018. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator, blending in-house management with third-party manager relationships. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Harrell does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Robert Harrell
Founder & CEOCRD 2282318
Anna Bodine
Partner, Chief Operating OfficerCRD 5217850
Contacts
2 of 2
Stephanie Morgan
Director, Alternative InvestmentsCRD 8064296
Dilda Dalvi
Vice President of OperationsCRD 4850130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$79.4M in ETFs
100%
$79.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $7.6M | 20,580 | 9.60% |
Location
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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