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Elected Manager · Harrell Investment Partners, LLC

Robert K. Harrell

CRD 2282318 · Named on Form ADV at one SEC-registered adviser

At a glance

Harrell Investment Partners, LLC, an SEC-registered wealth manager based in Austin, TX with $662 million in regulatory assets, lists Robert K. Harrell on its Form ADV as Elected Manager, a control person.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dilda D. DalviChief Compliance Officer, Harrell Investment Partners, LLC
  • Anna V. BodineChief Operating Officer and Partner, Harrell Investment Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.