Adell Harriman & Carpenter
Houston, TX·SEC-registered · CRD #107488
Adell Harriman & Carpenter is an SEC-registered investment advisory firm in Houston, TX managing $2.1B across 2.8k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
2.8k
Advisory staff
5
Fee model
Fee-only
How Adell Harriman & Carpenter is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Adell Harriman & Carpenter
How much does Adell Harriman & Carpenter manage?
Per its most recent SEC Form ADV filing (03/30/2026), Adell Harriman & Carpenter reports $2.1B in regulatory assets under management across roughly 2.8k client accounts.
How does Adell Harriman & Carpenter charge?
Adell Harriman & Carpenter is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Adell Harriman & Carpenter a fiduciary?
Yes. Adell Harriman & Carpenter is registered with the U.S. Securities and Exchange Commission (CRD #107488), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Adell Harriman & Carpenter taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Adell Harriman & Carpenter and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Adell Harriman & Carpenter's public SEC Form ADV filing (CRD #107488, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Adell Harriman & Carpenter. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Adell Harriman & Carpenter? Claim this profile.