ADELL HARRIMAN & CARPENTER INC
Legal name: ADELL HARRIMAN & CARPENTER
CRD #107488 SEC #801-50660 HOUSTON, TX 713-621-1155
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
11
Clients
25
Accounts
2,091
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 11 | 0 |
| Aug 2024 | $1.3B | $1.3B | $0 | 11 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 11 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 10 | 0 |
| Jan 2023 | $1.3B | $1.3B | $0 | 11 | 0 |
| Nov 2022 | $1.3B | $1.3B | $0 | 11 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 11 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 11 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 11 | 0 |
| Nov 2021 | $1B | $1B | $0 | 11 | 0 |
| Jul 2021 | $1B | $1B | $0 | 11 | 0 |
| Mar 2021 | $1B | $1B | $0 | 12 | 0 |
| Mar 2021 | $1B | $1B | $0 | 12 | 0 |
| Jun 2020 | $921.1M | $921.1M | $0 | 12 | 0 |
| Mar 2020 | $921.1M | $921.1M | $0 | 12 | 0 |
| Jan 2020 | $745.2M | $745.2M | $0 | 11 | 0 |
| Mar 2019 | $745.2M | $745.2M | $0 | 11 | 0 |
| Jul 2018 | $726.2M | $726.2M | $0 | 11 | 0 |
| Mar 2018 | $726.2M | $726.2M | $0 | 11 | 0 |
| Jul 2017 | $623.1M | $623.1M | $0 | 10 | 600 |
| Mar 2017 | $623.1M | $623.1M | $0 | 10 | 600 |
| Mar 2017 | $623.1M | $623.1M | $0 | 10 | 600 |
| Mar 2016 | $583.1M | $583.1M | $0 | 10 | 600 |
| Mar 2015 | $598.7M | $598.7M | $0 | 10 | 600 |
| Mar 2014 | $528.4M | $528.4M | $0 | 10 | 600 |
| Mar 2013 | $455.1M | $455.1M | $0 | 10 | 1,200 |
| Oct 2012 | $442.4M | $442.4M | $0 | 6 | 1,200 |
| Mar 2012 | $442.4M | $442.4M | $0 | 6 | 1,200 |
| Mar 2011 | $438M | $438M | $0 | 10 | -- |
| Mar 2008 | $425M | $425M | $0 | 10 | -- |
| Mar 2007 | $395M | $395M | $0 | 10 | -- |
| Nov 2006 | $355M | $355M | $0 | 10 | -- |
| Feb 2005 | $340M | $340M | $0 | 10 | -- |
| Apr 2004 | $320M | $320M | $0 | 10 | -- |
| Mar 2002 | $382.7M | $382.7M | $0 | -- | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients0
DateNov 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients0
DateJul 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$921.1M
Discretionary$921.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$921.1M
Discretionary$921.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2020
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$745.2M
Discretionary$745.2M
Non-Disc.$0
Employees11
Clients0
DateJul 2018
Total AUM$726.2M
Discretionary$726.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$726.2M
Discretionary$726.2M
Non-Disc.$0
Employees11
Clients0
DateJul 2017
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees10
Clients600
DateMar 2017
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees10
Clients600
DateMar 2017
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees10
Clients600
DateMar 2016
Total AUM$583.1M
Discretionary$583.1M
Non-Disc.$0
Employees10
Clients600
DateMar 2015
Total AUM$598.7M
Discretionary$598.7M
Non-Disc.$0
Employees10
Clients600
DateMar 2014
Total AUM$528.4M
Discretionary$528.4M
Non-Disc.$0
Employees10
Clients600
DateMar 2013
Total AUM$455.1M
Discretionary$455.1M
Non-Disc.$0
Employees10
Clients1,200
DateOct 2012
Total AUM$442.4M
Discretionary$442.4M
Non-Disc.$0
Employees6
Clients1,200
DateMar 2012
Total AUM$442.4M
Discretionary$442.4M
Non-Disc.$0
Employees6
Clients1,200
DateMar 2011
Total AUM$438M
Discretionary$438M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$355M
Discretionary$355M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees--
Clients--