ROBERT HARRELL INCORPORATED
Legal name: ROBERT HARRELL, INCORPORATED
CRD #106191 SEC #801-40048 AUSTIN, TX 512-795-9100
SEC Registered
Total AUM
$958.9M
Discretionary
$4.1M
Employees
5
Clients
--
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $958.9M | $4.1M | $954.9M | 5 | 0 |
| Dec 2024 | $840.9M | $4.1M | $836.8M | 5 | 0 |
| Mar 2024 | $840.9M | $4.1M | $836.8M | 4 | 0 |
| Mar 2023 | $838.4M | $5.6M | $832.8M | 4 | 0 |
| Jan 2023 | $913.1M | $6.9M | $906.1M | 4 | 0 |
| Sep 2022 | $913.1M | $6.9M | $906.1M | 7 | 0 |
| Apr 2022 | $913.1M | $6.9M | $906.1M | 7 | 0 |
| Mar 2022 | $913.1M | $6.9M | $906.1M | 7 | 0 |
| Feb 2022 | $752.3M | $22M | $730.3M | 7 | 0 |
| Nov 2021 | $752.3M | $22M | $730.3M | 7 | 0 |
| Jul 2021 | $752.3M | $22M | $730.3M | 7 | 0 |
| Mar 2021 | $752.3M | $22M | $730.3M | 7 | 0 |
| Jun 2020 | $670.8M | $145.9M | $524.8M | 7 | 0 |
| May 2020 | $670.8M | $145.9M | $524.8M | 7 | 0 |
| Mar 2020 | $670.8M | $145.9M | $524.8M | 7 | 0 |
| Feb 2019 | $509.7M | $142.1M | $367.6M | 7 | 0 |
| Mar 2018 | $482.4M | $94.1M | $388.3M | 7 | 0 |
| Mar 2018 | $482.4M | $94.1M | $388.3M | 7 | 0 |
| Mar 2017 | $469.9M | $183.7M | $286.2M | 7 | 100 |
| Feb 2016 | $378.8M | $177.5M | $201.2M | 7 | 26 |
| Mar 2015 | $373.4M | $176.2M | $197.3M | 6 | 26 |
| Mar 2014 | $530.7M | $180.6M | $350.1M | 7 | 26 |
| Mar 2013 | $302M | $195M | $106.9M | 7 | 26 |
| Mar 2012 | $3.3B | $88M | $3.2B | 6 | 26 |
| Jul 2011 | $1.7B | $164M | $1.6B | 10 | -- |
| Sep 2010 | $2B | $158.7M | $1.8B | 5 | -- |
| Jun 2009 | $2B | $212.3M | $1.8B | 5 | -- |
| Feb 2009 | $2B | $212.3M | $1.8B | 5 | -- |
| Jan 2008 | $2.1B | $270M | $1.8B | 5 | -- |
| Feb 2007 | $2.2B | $251M | $1.9B | 5 | -- |
| Feb 2006 | $2.2B | $241.5M | $2B | 5 | -- |
| Sep 2005 | $2B | $225M | $1.8B | 10 | -- |
| Jan 2005 | $2B | $225M | $1.8B | 10 | -- |
| Jan 2004 | $1.7B | $220.6M | $1.5B | 10 | -- |
DateMar 2025
Total AUM$958.9M
Discretionary$4.1M
Non-Disc.$954.9M
Employees5
Clients0
DateDec 2024
Total AUM$840.9M
Discretionary$4.1M
Non-Disc.$836.8M
Employees5
Clients0
DateMar 2024
Total AUM$840.9M
Discretionary$4.1M
Non-Disc.$836.8M
Employees4
Clients0
DateMar 2023
Total AUM$838.4M
Discretionary$5.6M
Non-Disc.$832.8M
Employees4
Clients0
DateJan 2023
Total AUM$913.1M
Discretionary$6.9M
Non-Disc.$906.1M
Employees4
Clients0
DateSep 2022
Total AUM$913.1M
Discretionary$6.9M
Non-Disc.$906.1M
Employees7
Clients0
DateApr 2022
Total AUM$913.1M
Discretionary$6.9M
Non-Disc.$906.1M
Employees7
Clients0
DateMar 2022
Total AUM$913.1M
Discretionary$6.9M
Non-Disc.$906.1M
Employees7
Clients0
DateFeb 2022
Total AUM$752.3M
Discretionary$22M
Non-Disc.$730.3M
Employees7
Clients0
DateNov 2021
Total AUM$752.3M
Discretionary$22M
Non-Disc.$730.3M
Employees7
Clients0
DateJul 2021
Total AUM$752.3M
Discretionary$22M
Non-Disc.$730.3M
Employees7
Clients0
DateMar 2021
Total AUM$752.3M
Discretionary$22M
Non-Disc.$730.3M
Employees7
Clients0
DateJun 2020
Total AUM$670.8M
Discretionary$145.9M
Non-Disc.$524.8M
Employees7
Clients0
DateMay 2020
Total AUM$670.8M
Discretionary$145.9M
Non-Disc.$524.8M
Employees7
Clients0
DateMar 2020
Total AUM$670.8M
Discretionary$145.9M
Non-Disc.$524.8M
Employees7
Clients0
DateFeb 2019
Total AUM$509.7M
Discretionary$142.1M
Non-Disc.$367.6M
Employees7
Clients0
DateMar 2018
Total AUM$482.4M
Discretionary$94.1M
Non-Disc.$388.3M
Employees7
Clients0
DateMar 2018
Total AUM$482.4M
Discretionary$94.1M
Non-Disc.$388.3M
Employees7
Clients0
DateMar 2017
Total AUM$469.9M
Discretionary$183.7M
Non-Disc.$286.2M
Employees7
Clients100
DateFeb 2016
Total AUM$378.8M
Discretionary$177.5M
Non-Disc.$201.2M
Employees7
Clients26
DateMar 2015
Total AUM$373.4M
Discretionary$176.2M
Non-Disc.$197.3M
Employees6
Clients26
DateMar 2014
Total AUM$530.7M
Discretionary$180.6M
Non-Disc.$350.1M
Employees7
Clients26
DateMar 2013
Total AUM$302M
Discretionary$195M
Non-Disc.$106.9M
Employees7
Clients26
DateMar 2012
Total AUM$3.3B
Discretionary$88M
Non-Disc.$3.2B
Employees6
Clients26
DateJul 2011
Total AUM$1.7B
Discretionary$164M
Non-Disc.$1.6B
Employees10
Clients--
DateSep 2010
Total AUM$2B
Discretionary$158.7M
Non-Disc.$1.8B
Employees5
Clients--
DateJun 2009
Total AUM$2B
Discretionary$212.3M
Non-Disc.$1.8B
Employees5
Clients--
DateFeb 2009
Total AUM$2B
Discretionary$212.3M
Non-Disc.$1.8B
Employees5
Clients--
DateJan 2008
Total AUM$2.1B
Discretionary$270M
Non-Disc.$1.8B
Employees5
Clients--
DateFeb 2007
Total AUM$2.2B
Discretionary$251M
Non-Disc.$1.9B
Employees5
Clients--
DateFeb 2006
Total AUM$2.2B
Discretionary$241.5M
Non-Disc.$2B
Employees5
Clients--
DateSep 2005
Total AUM$2B
Discretionary$225M
Non-Disc.$1.8B
Employees10
Clients--
DateJan 2005
Total AUM$2B
Discretionary$225M
Non-Disc.$1.8B
Employees10
Clients--
DateJan 2004
Total AUM$1.7B
Discretionary$220.6M
Non-Disc.$1.5B
Employees10
Clients--