AdvisorCensus / Financial advisors / California / Los Angeles / Everett Harris & Co
Everett Harris & Co is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 1940, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 9, 2026.
Quick answers
From the filingHow is Everett Harris & Co compensated?
On its Form ADV (Item 5.E, October 2026), Everett Harris & Co reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Everett Harris & Co's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Everett Harris & Co located?
Everett Harris & Co's principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Everett Harris & Co registered with the SEC or a state?
Everett Harris & Co is an SEC-registered investment advisory firm, registered since 1940. Status as filed: Approved. CRD 106830.
How much does Everett Harris & Co manage?
Everett Harris & Co reports $11,531,376,651 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (97% discretionary).
How have Everett Harris & Co's assets and staff changed since 2021?
In the Form ADV data for Everett Harris & Co: Regulatory assets under management: $8,956,039,142 in the October 2021 data and $11,531,376,651 in the October 2026 data, up 29%. Total employees: 18 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Everett Harris & Co serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (718); charitable organizations (25).
Which custodians does Everett Harris & Co use?
Everett Harris & Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America, National Association and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Everett Harris & Co report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106830
Does Everett Harris & Co state an account minimum?
Its Form ADV Part 2A brochure dated March 9, 2026 says: "In most cases, new clients will be required to maintain combined billable assets under management of at least $2 million in their accounts managed by Everett Harris & Co."
What changed in Everett Harris & Co's recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 0.75% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum annual fee charged will not exceed 0.75%. Occasionally, flat fees are charged not to exceed the equivalent of 0.75%.
Account minimum: $2,000,000
The brochure's wording
In most cases, new clients will be required to maintain combined billable assets under management of at least $2 million in their accounts managed by Everett Harris & Co.
As stated in the firm's Form ADV Part 2A brochure dated March 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$11,531,376,651 as of October 2026, filing dated March 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1940 (85 years)
- Employees
- Total: 18. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the April 2026 filing
- States registered or notice-filed
-
19 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $11,531,376,651 | 18 | March 9, 2026 |
| October 2025 | $10,897,570,758 | 18 | February 6, 2025 |
| October 2024 | $10,042,024,708 | 18 | February 26, 2024 |
| October 2023 | $8,726,810,918 | 18 | March 10, 2023 |
| October 2022 | $10,274,047,377 | 18 | March 10, 2022 |
| October 2021 | $8,956,039,142 | 18 | March 29, 2021 |
Regulatory assets under management: $8,956,039,142 in the October 2021 data and $11,531,376,651 in the October 2026 data, up 29%.
Total employees: 18 in October 2021 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Registered or notice-filed in SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Everett Harris & Co (CRD 106830): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/everett-harris-and-co-los-angeles-ca-106830