ROBERT HARRELL INCORPORATED
DBA: ROBERT HARRELL, INCORPORATED
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $885.3M |
| Discretionary | $3.5M0% of AUM |
| Non-Discretionary | $881.8M |
| Client Accounts | 67 |
| Avg Account Size | $13.2M |
| Employees | 5 |
| Peak AUM | $3.31BMar 2012 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $885M | 7.7% | +1.8% | +3.3% | |
| Discretionary AUM | $3M | ||||
Key Metrics
| Total AUM | $885.3M |
| Discretionary | $3.5M |
| Employees | 5 |
| Client Accounts | 67 |
Contact & Location
Address
8310 N. CAPITAL OF TEXAS HIGHWAY
AUSTIN TX 78731
Phone
512-795-9100
Filing History
54 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3M
0.4% of AUM
Non-Discretionary
$882M
99.6% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported