HARRELL INVESTMENT PARTNERS, LLC

Overview

Harrell Investment Partners, LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for individuals and families. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers when clients need specialized capabilities. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees, allowing flexibility for both ongoing relationships and one-off engagements. Harrell does not position itself as an active ESG investor and is not structured as a multi-state adviser. Investment activity is equity-focused: the firm prefers exchange-traded equities as the backbone of client portfolios, complemented by ETFs and mutual funds. As a capital allocator, Harrell also uses third-party managers for hedge fund exposure when appropriate, and it builds portfolios through separately managed accounts and direct equity positions rather than relying solely on pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices