Harbert Fund Advisors, LLC
Birmingham, AL·SEC-registered · CRD #110577
Harbert Fund Advisors, LLC is an SEC-registered investment advisory firm in Birmingham, AL managing $7.8B across 44 client accounts, with 62 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.8B
Client accounts
44
Advisory staff
62
Fee model
Fee-only
How Harbert Fund Advisors, LLC 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 Harbert Fund Advisors, LLC
How much does Harbert Fund Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Harbert Fund Advisors, LLC reports $7.8B in regulatory assets under management across roughly 44 client accounts.
How does Harbert Fund Advisors, LLC charge?
Harbert Fund Advisors, LLC 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 Harbert Fund Advisors, LLC a fiduciary?
Yes. Harbert Fund Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #110577), 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 Harbert Fund Advisors, LLC 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 Harbert Fund Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Birmingham, AL
Profile compiled from Harbert Fund Advisors, LLC's public SEC Form ADV filing (CRD #110577, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Harbert Fund Advisors, LLC. 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 Harbert Fund Advisors, LLC? Claim this profile.