ROBERT HARRELL, INCORPORATED

Overview

Robert Harrell, Incorporated is a small, privately owned advisory firm that provides portfolio management to high-net-worth individuals, families and institutions. Registered with the SEC since 1991, the firm acts as a capital allocator: it runs core portfolios using pooled public vehicles while selectively allocating client capital to third‑party alternative managers. Advisory services include discretionary and non‑discretionary portfolio management for individuals and businesses, pension consulting and the selection and oversight of outside advisers. Investment preferences skew toward using public mutual funds as the primary vehicle for client exposure, supplemented by targeted allocations to private equity and real estate managers. The firm does not position itself as an active ESG investor and is organized to serve a concentrated client base rather than a broad multi‑state retail footprint. Fee arrangements combine a percentage of assets under management with fixed fee engagements, reflecting a mix of ongoing advisory relationships and bespoke consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices