# Harrell Investment Partners, LLC

> Harrell Investment Partners, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 299166
- Filed as: HARRELL INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299166
- AdvisorCensus page: https://advisorcensus.com/firm/harrell-investment-partners-llc-austin-tx-299166

## Quick answers

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

**How much does Harrell Investment Partners, LLC charge?**
Its Form ADV Part 2A brochure dated February 17, 2026 states: Asset-based fee: up to 1.25% 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 Harrell Investment Partners, LLC located?**
Harrell Investment Partners, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Harrell Investment Partners, LLC registered with the SEC or a state?**
Harrell Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299166.

**How much does Harrell Investment Partners, LLC manage?**
Harrell Investment Partners, LLC reports $662,415,477 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (92% discretionary).

**How have Harrell Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Harrell Investment Partners, LLC: Regulatory assets under management: $425,409,925 in the October 2021 data and $662,415,477 in the October 2026 data, up 56%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harrell Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (82).

**Which custodians does Harrell Investment Partners, LLC use?**
Harrell Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Harrell Investment Partners, LLC 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/299166

**Does Harrell Investment Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 17, 2026 says: "HIP generally does not impose a minimum relationship size."

**What changed in Harrell Investment Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $598,645,365 to $662,415,477 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Investment advisory fees range from up to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> HIP generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, 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: $662,415,477
- Discretionary: $609,570,101
- Non-discretionary: $52,845,376

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $36,795,056 |
| High net worth individuals | 82 | $622,564,968 |
| Charitable organizations | Fewer than 5 | $3,055,453 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harrellpartners.com
- LinkedIn @harrell-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $425,409,925 | 4 | March 2, 2021 |
| October 2022 | $505,923,384 | 6 | May 6, 2022 |
| October 2023 | $450,825,831 | 6 | May 18, 2023 |
| October 2024 | $502,784,870 | 6 | April 26, 2024 |
| October 2025 | $598,645,365 | 5 | February 12, 2025 |
| October 2026 | $662,415,477 | 6 | February 17, 2026 |

Regulatory assets under management: $425,409,925 in the October 2021 data and $662,415,477 in the October 2026 data, up 56%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $598,645,365 to $662,415,477 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harrell Investment Partners, LLC (CRD 299166): Form ADV filing data as of October 2026.