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ADELL HARRIMAN & CARPENTER

HOUSTON, TX · CRD 107488 · IAPD ↗ · ahcinvest.com · 713-621-1155

$2.09BRegulatory AUM
5Advisory reps
13Employees
0Clients
11-25Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ADELL HARRIMAN & CARPENTER notice-filed in AZ, MO, NH, NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — ADELL HARRIMAN & CARPENTER notice-filed in OK, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — ADELL HARRIMAN & CARPENTER reported RAUM up 32% ($1.33B -> $1.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — ADELL HARRIMAN & CARPENTER notice-filed in NC, OH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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