# Halbert Hargrove

> Halbert Hargrove is an SEC-registered investment advisory firm in Long Beach, CA, registered since 1988, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 105515
- Filed as: HALBERT HARGROVE
- Legal name: Halbert Hargrove Global Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Long Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105515
- AdvisorCensus page: https://advisorcensus.com/firm/halbert-hargrove-long-beach-ca-105515

## Quick answers

**How is Halbert Hargrove compensated?**
On its Form ADV (Item 5.E, October 2026), Halbert Hargrove reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Halbert Hargrove located?**
Halbert Hargrove's principal office is in Long Beach, CA, according to its Form ADV; the April 2026 filing also lists 9 other offices (Schedule D, Section 1.F).

**Is Halbert Hargrove registered with the SEC or a state?**
Halbert Hargrove is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105515.

**How much does Halbert Hargrove manage?**
Halbert Hargrove reports $4,203,912,885 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (99% discretionary).

**How have Halbert Hargrove's assets and staff changed since 2021?**
In the Form ADV data for Halbert Hargrove: Regulatory assets under management: $2,762,891,021 in the October 2021 data and $4,203,912,885 in the October 2026 data, up 52%. Total employees: 43 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Halbert Hargrove serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (883); individuals (other than high net worth individuals) (574); charitable organizations (26).

**Which custodians does Halbert Hargrove use?**
Halbert Hargrove's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Halbert Hargrove 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/105515

**What changed in Halbert Hargrove's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 35 to 36. Regulatory assets under management went from $3,516,418,609 to $4,203,912,885 (+20%). Registered or notice-filed in IN.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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: $4,203,912,885
- Discretionary: $4,166,219,395
- Non-discretionary: $37,693,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 574 | $244,565,976 |
| High net worth individuals | 883 | $3,409,371,985 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $322,466,520 |
| Charitable organizations | 26 | $137,957,017 |
| Corporations or other businesses not listed above | 11 | $89,551,387 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1988 (37 years)
- Employees: 52 total, 36 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MA, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
- 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
- Bellevue, WA
- Carlsbad, CA
- Denver, CO
- Eugene, OR
- Houston, TX
- Irvine, CA
- Scottsdale, AZ
- The Woodlands, TX
- Valencia, CA

### Websites listed on Form ADV (Item 1.I)
- halberthargrove.com
- Facebook @HALBERTHARGROVE
- Instagram @halberthargrove
- LinkedIn @HALBERT-HARGROVE
- X @hhadvisor
- YouTube @UCOspePccG7YQZBB-GUv12kg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,762,891,021 | 43 | September 16, 2021 |
| October 2022 | $3,030,982,898 | 44 | September 19, 2022 |
| October 2023 | $2,735,028,599 | 47 | August 14, 2023 |
| October 2024 | $3,162,314,796 | 49 | August 8, 2024 |
| October 2025 | $3,516,418,609 | 52 | July 18, 2025 |
| October 2026 | $4,203,912,885 | 52 | March 28, 2026 |

Regulatory assets under management: $2,762,891,021 in the October 2021 data and $4,203,912,885 in the October 2026 data, up 52%.
Total employees: 43 in October 2021 and 52 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 35 to 36.
- Regulatory assets under management went from $3,516,418,609 to $4,203,912,885 (+20%).
- Registered or notice-filed in IN.

### January 2026
- Changed its office addresses in Eugene, OR.

### December 2025
- Registered or notice-filed in AK, AL, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Halbert Hargrove (CRD 105515): Form ADV filing data as of October 2026.