Adell, Harriman & Carpenter
TL;DR
Adell, Harriman & Carpenter was established in 1995, is owned by its five principals, and manages discretionary portfolios of individual securities for HNW families, trusts and endowments.
$2.1 billion
Regulatory AUM
As of ADV filing 2026-08-27
2,825
Accounts / Clients
764 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
13
Team Size
employees, 5 advisory
31 yrs
Years Registered
First registered 1995
About Adell, Harriman & Carpenter
Adell, Harriman & Carpenter was established in 1995, is owned by its five principals, and manages discretionary portfolios of individual securities for HNW families, trusts and endowments.
Office: 2700 Post Oak Blvd, Suite 1200, Houston, TX 77056.
Best for: families above $1M wanting a fee-only investment team with individual securities
Fee model and designations stated on the guide
Fee-onlyCFA or CPA named
Form ADV data
CRD107488
RegistrationSEC-registered
First registration1995
Regulatory AUM$2.1 billion
ADV filing date2026-08-27
Accounts2,825
Clients764 individual and high-net-worth clients
Employees13
Advisory employees5
Fee modelFee-only per its own ADV 2A
Minimum$1,000,000 account size, negotiable; $2,500 minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA, CPA and CIMA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 107488, as of ADV filing 2026-08-27, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 6 of 10
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.