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Harrell Robert Incorporated (Austin)


Harrell Robert Incorporated is a large advisory firm based in Austin. It manages $1.73 billion of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Harrell Robert Incorporated provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harrell Robert Incorporated: assets under management

The assets under management (AUM) of Harrell Robert Incorporated is $1.73 billion. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $140.35 million in discretionary accounts and $1.59 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $159.27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harrell Robert Incorporated for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Harrell Robert Incorporated performs its advisory services is located at 8310 Capital Of Texas Highway, N. Ste 320, Austin, TX 78731, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-795-9100 or by fax 512-795-0633. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.harrell.com.


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