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ROBERT HARRELL, INCORPORATED

AUSTIN, TX · CRD 106191 · IAPD ↗ · harrell.com · 512-795-9100

$885.3MRegulatory AUM
5Advisory reps
5Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
January 2025 — ROBERT HARRELL, INCORPORATED grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.