{
  "crd_number": 106830,
  "slug": "everett-harris-and-co-los-angeles-ca-106830",
  "primary_business_name": "EVERETT HARRIS & CO",
  "legal_name": "EVERETT HARRIS & CO",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1940-11-01",
  "years_registered": 85,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 11531376651.0,
  "raum_discretionary": 11197323579.0,
  "raum_non_discretionary": 334053072.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 18,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 165920454.0,
      "count": 25
    },
    "individuals": {
      "raum": 11365456197.0,
      "count": 718
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "LA",
    "MA",
    "MI",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OR",
    "SC",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://everettharris.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106830",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/everett-harris-and-co-los-angeles-ca-106830",
  "display_name": "Everett Harris & Co",
  "summary": "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.",
  "citation": "AdvisorCensus. Everett Harris & Co (CRD 106830): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Everett Harris & Co compensated?",
      "a": "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)."
    },
    {
      "q": "What does Everett Harris & Co's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Everett Harris & Co located?",
      "a": "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)."
    },
    {
      "q": "Is Everett Harris & Co registered with the SEC or a state?",
      "a": "Everett Harris & Co is an SEC-registered investment advisory firm, registered since 1940. Status as filed: Approved. CRD 106830."
    },
    {
      "q": "How much does Everett Harris & Co manage?",
      "a": "Everett Harris & Co reports $11,531,376,651 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (97% discretionary)."
    },
    {
      "q": "How have Everett Harris & Co's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Everett Harris & Co serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (718); charitable organizations (25)."
    },
    {
      "q": "Which custodians does Everett Harris & Co use?",
      "a": "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."
    },
    {
      "q": "Does Everett Harris & Co report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Everett Harris & Co state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Everett Harris & Co's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in SC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8956039142.0,
      "total_employees": 18,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 10274047377.0,
      "total_employees": 18,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8726810918.0,
      "total_employees": 18,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 10042024708.0,
      "total_employees": 18,
      "filing_date": "2024-02-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 10897570758.0,
      "total_employees": 18,
      "filing_date": "2025-02-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 11531376651.0,
      "total_employees": 18,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.75% of assets a year",
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The maximum annual fee charged will not exceed 0.75%. Occasionally, flat fees are charged not to exceed the equivalent of 0.75%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "The maximum annual fee charged will not exceed 0.75%. Occasionally, flat fees are charged not to exceed the equivalent of 0.75%.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank of America, National Association",
      "name_as_filed": "BANK OF AMERICA, NATIONAL ASSOCIATION",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/everett-harris-and-co-los-angeles-ca-106830.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 718,
      "fewer_than_5": false,
      "raum": 11365456197.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 25,
      "fewer_than_5": false,
      "raum": 165920454.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106830",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}