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, SEC-registered registered investment adviser organized as a corporation and owned privately. The firm has been registered since 1995 and bills clients on a percentage-of-AUM basis. Its client base includes individuals and families as well as institutional relationships, with core advisory services centered on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports it is not an active ESG investor, is not multi-state registered, and does not operate as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
3 of 7JENNIFER BARRON
PrincipalCRD 2655283
SCOT JOHNSON
PrincipalCRD 2534073
LEIA CARPENTER
Managing PrincipalCRD 1551527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$50.1M in ETFs
62%
$30.9M
38%
$19.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ULTRA SHORT BOND ETF (GSST) | Goldman Sachs | Active | Ultrashort Bond | $5.9M | 117,368 | 11.85% |
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
Similar firms
SEGMENT WEALTH MANAGEMENT, LLC
RIAHOUSTON, TX
INSCRIPTION CAPITAL, LLC
RIAHOUSTON, TX
CORDA INVESTMENT MANAGEMENT, LLC
RIAHOUSTON, TX
CRG
RIAHOUSTON, TX
FIC PARTNERS MANAGEMENT, LP
RIAHOUSTON, TX
EIV CAPITAL, LLC
RIAHOUSTON, TX