DBA: ROBERT HARRELL, INCORPORATED
| 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 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $885M | 7.7% | +1.8% | +3.3% | |
| Discretionary AUM | $3M | ||||
| Total AUM | $885.3M |
| Discretionary | $3.5M |
| Employees | 5 |
| Client Accounts | 67 |
Address
8310 N. CAPITAL OF TEXAS HIGHWAY
AUSTIN TX 78731
Phone
512-795-9100
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3M
0.4% of AUM
Non-Discretionary
$882M
99.6% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
No related registrations reported
| -3.1% /yrover 25 yrs · 54 filings |
Total AUM
$885M
| 13.9% |
| 14.5% |
| 30.8% |
| Non-Disc. AUM | $882M | 7.7% | +1.9% | +3.8% |
| Total Accounts | 67 | 23.9% | 11.6% | 4.4% |
| Avg Account Size | $13M | +21.3% | +15.2% | +8.1% |
| Employees | 5 | 0.0% | +7.7% | 6.5% |
| AUM / Employee | $177M | 7.7% | 5.5% | +10.5% |
Client AUM Segments | |||||
| Wealth AUM | $178M | +1.8% | +5.7% | 3.8% | |
| Institutional AUM | $593M | +12.9% | +9.6% | +17.5% | |
| Other AUM | $53M | 63.4% | +1.3% | 12.2% | |
Client Count Segments | |||||
| Institutional | 16 | +6.7% | +2.2% | +7.8% | |
| Individuals | 48 | 9.4% | 15.3% | +34.3% | |