# 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.

- CRD: 106830
- Filed as: EVERETT HARRIS & CO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106830
- AdvisorCensus page: https://advisorcensus.com/firm/everett-harris-and-co-los-angeles-ca-106830

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of America, National Association
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $11,531,376,651
- Discretionary: $11,197,323,579
- Non-discretionary: $334,053,072

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 718 | $11,365,456,197 |
| Charitable organizations | 25 | $165,920,454 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1940 (85 years)
- Employees: 18 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, LA, MA, MI, NC, NH, NJ, NV, NY, OR, SC, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charlotte, NC
- McLean, VA
- Mission Viejo, CA

### Websites listed on Form ADV (Item 1.I)
- everettharris.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,956,039,142 | 18 | March 29, 2021 |
| October 2022 | $10,274,047,377 | 18 | March 10, 2022 |
| October 2023 | $8,726,810,918 | 18 | March 10, 2023 |
| October 2024 | $10,042,024,708 | 18 | February 26, 2024 |
| October 2025 | $10,897,570,758 | 18 | February 6, 2025 |
| October 2026 | $11,531,376,651 | 18 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Everett Harris & Co (CRD 106830): Form ADV filing data as of October 2026.