# HJ Harrell Investments

> HJ Harrell Investments is a state-registered investment advisory firm, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2022.

- CRD: 299320
- Filed as: HJ HARRELL INVESTMENTS
- Legal name: Harrell, Hatley JOE
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 10, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299320
- AdvisorCensus page: https://advisorcensus.com/firm/hj-harrell-investments-299320

## Quick answers

**How is HJ Harrell Investments compensated?**
On its Form ADV (Item 5.E, October 2026), HJ Harrell Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is HJ Harrell Investments registered with the SEC or a state?**
HJ Harrell Investments is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299320.

**Does HJ Harrell Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299320

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HJ Harrell Investments (CRD 299320): Form ADV filing data as of October 2026.