Everett Harris & Co
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 106830
- Registered since
- November 1, 1940
- Website
- www.everettharris.com
- Custodians
- BANK OF AMERICA, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals98.56%
- Charitable Organizations1.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Everett Harris & Co. is an independent, corporation-structured registered investment adviser first registered with the SEC in 1940. The firm serves both individual and family clients and institutional/business clients, delivering portfolio management for individuals/small businesses as well as for businesses and institutions. Its client billing is a mix of percentage-of-AUM and fixed fees. The firm is not identified as an active ESG investor, and filings indicate it does not operate as a capital allocator, pension consultant, or related adviser. Everett Harris & Co. has been recognized by CNBC as one of the Top 100 Financial Advisory Firms in 2019, 2020, and 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities75%
- US Government Bonds13%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents3%
- Other2%
Owners & executives
2 of 2James Ward
Chief Investment OfficerCRD 4332957
Oliver Crary
Chairman & CEOCRD 4332965
Contacts
3 of 8David Clark
PresidentCRD 1122916
Monica Baier
Director of ResearchCRD 7260419
Elizabeth Margalis
Assistant Portfolio ManagerCRD 5235805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$358M in ETFs
97%
$346M
2%
$11.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HEALTH CARE INDEX FUND (VHT) | Vanguard | Passive | Health | $219M | 733,600 | 61.32% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 801 S Figueroa St
- Time zone
- PT (UTC-8)
- Office locations
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