Adell Harriman & Carpenter
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 107488
- Registered since
- November 29, 1995
- Website
- ahcinvest.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.18%
- Corporations / Businesses7.49%
- Individuals3.78%
- Pension & Profit Sharing Plans1.91%
- Charitable Organizations0.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Adell Harriman & Carpenter is an independent, privately held registered investment adviser organized as a corporation. The firm is SEC-registered (registration year 1995) and serves a mix of individual/family and institutional clients. Its client-facing activity centers on financial planning and discretionary portfolio management for individuals and small businesses, with advisory fees charged as a percentage of assets under management. The firm does not position itself as a capital allocator, and it is not identified as an active ESG investor or a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds8%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$59.2M in ETFs
60%
$35.6M
39%
$23.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ULTRA SHORT BOND ETF (GSST) | Goldman Sachs | Active | Ultrashort Bond | $6.1M | 120,368 | 10.25% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 2700 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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