Founded in 1995, Adell, Harriman & Carpenter is owned by its five principals and manages portfolios for individuals, families, trusts, and charitable organizations. Its investment committee selects individual stocks, investment-grade bonds, and ETFs using fundamental research. Financial planning is available under separately negotiated fee arrangements.
Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $2.1 billion
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Fee Disclosure
Source: ADELL HARRIMAN ADV PART 2A (2026-08-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $4,000,000 | 0.85% |
| $4,000,001 | $6,000,000 | 0.75% |
| $6,000,001 | $15,000,000 | 0.50% |
| $15,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $2,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $44,500 | 0.89% |
| $10 million | $72,000 | 0.72% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 86.18%
- Number of High-Net-Worth Clients
- 524
- Total Client Accounts
- 2,825
- Discretionary Accounts
- 2,825
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 107488
- ADELL HARRIMAN ADV PART 2A (2026-08-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗