Halbert Hargrove Global Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 105515
· SEC file 801-33048
· Long Beach, CA
· www.instagram.com
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ADV data as of Mar 28, 2026
- Regulatory AUM
- $4.2B
- Discretionary
- $4.2B
- Clients
- 1,518
- Avg AUM / client
- $2.8M
- Accounts
- 4,932
- Employees
- 52
AUM over time
$1.7B
$4.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 574 | $245M | 5.82% |
| High net worth individuals | 883 | $3.4B | 81.1% |
| Pension and profit sharing plans | 24 | $322M | 7.67% |
| Charitable organizations | 26 | $138M | 3.28% |
| Corporations and other businesses | 11 | $89.6M | 2.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Paul Hastings Llp Defined Contribution Retirement Plan Paul Hastings Llp | 2024 | |
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan Sheppard, Mullin, Richter & Hampton Llp | 2024 | |
| Sun Gro Holdings Inc. Retirement Savings Plan Sun Gro Holdings Inc. | 2024 | |
| David Sutherland Llc 401(k) Plan David Sutherland, Llc | Dallas, TX | 2024 |
| Keller Rohrback Llp 401(k) Profit Sharing Plan Keller Rohrback Llp | 2024 | |
| Hall & Evans, Llc Employee Savings Plan Hall & Evans, Llc | 2024 | |
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 |
People (43)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Travis Cross | Managing Director | Jun 1989 (37y) | Less than 5% | |
| Russell Thomas Hill | Chairman / Co Founder | Jun 1989 (37y) | ≈ 18.75% – 50% via Halbert Hargrove Holdings, Inc. | |
| Timothy Jon Anderson | Managing Director | Personal Financial Specialist | Apr 2004 (22y) | Less than 5% |
| John Carlos Abusaid | Chief Executive Officer | Apr 2006 (20y) | 10% – 25% | |
| Cecilia Townsley Williams | Chief Operating Officer | CFP | Oct 2006 (20y) | Less than 5% |
| Brenden Patrick Melrose | Chief Compliance Officer | CFP | Feb 2012 (14y) | Less than 5% |
| Steven Leo Klosterman | Registered representative | Apr 2004 (22y) | ||
| Anthony Paul Skvarka | Registered representative | CFP | May 2004 (22y) | |
| Mark Peter Janci | Registered representative | CFP | Oct 2005 (21y) | |
| Nickolas Robert Strain | Registered representative | CFP | Mar 2006 (20y) | |
| Michelle Marie White | Registered representative | Apr 2006 (20y) | ||
| David Lewis Overton | Registered representative | May 2006 (20y) | ||
| Brian Michael Spinelli | Registered representative | CFP | Sep 2006 (20y) | |
| Shane W Cummings | Registered representative | CFP | Dec 2006 (20y) | |
| Kelli Richmond Kiemle | Registered representative | Sep 2007 (19y) | ||
| Edwin William Langley | Registered representative | Jul 2011 (15y) | ||
| Ross Adam Langley | Registered representative | CFP | Jul 2011 (15y) | |
| David Arthur Koch | Registered representative | Jan 2012 (15y) | ||
| Craig William Eissler | Registered representative | CFP | Jan 2012 (15y) | |
| Taylor Hall Sutherland | Registered representative | CFP | Jun 2012 (14y) | |
| James T. Ahn | Registered representative | CFP | Jun 2012 (14y) | |
| Patrick Anthony Kujawa | Registered representative | Jul 2012 (14y) | ||
| Timothy Donald Kohler | Registered representative | Sep 2014 (12y) | ||
| Brett Michael Gersack | Registered representative | CFP | May 2015 (11y) | |
| Julia Kim Pham | Registered representative | CFP | Aug 2015 (11y) | |
| Jennifer Ann Caravello | Registered representative | Nov 2015 (11y) | ||
| Tyler Gilley | Registered representative | CFP | Mar 2016 (10y) | |
| Anthony Dominic Delane | Registered representative | CFP | Jun 2016 (10y) | |
| Vincent Robert Birardi | Registered representative | Nov 2018 (8y) | ||
| Samantha Joann Garcia | Registered representative | CFP | Nov 2018 (8y) | |
| Joshua Robbins | Registered representative | CFP | Aug 2022 (4y) | |
| Ethan Garrett Campbell | Registered representative | CFP | Apr 2023 (3y) | |
| Cyrus William De Reu | Registered representative | Apr 2023 (3y) | ||
| John Raul Esparza | Registered representative | Jun 2023 (3y) | ||
| Jake Anthony Castillo | Registered representative | Jul 2023 (3y) | ||
| Katelyn Nicole Watts | Registered representative | Aug 2023 (3y) | ||
| Anna Marie Lair | Registered representative | Aug 2024 (2y) | ||
| Kylie Amanda Schwartz | Registered representative | Nov 2024 (2y) | ||
| Stephen Bedikian | Registered representative | Feb 2025 (1y) | ||
| Julianne Cate Copeland | Registered representative | Mar 2025 (1y) | ||
| Mariah Isabel Ramirez | Registered representative | Nov 2025 (1y) | ||
| Zachary James Alloway | Registered representative | Jun 2026 (0y) | ||
| Tuesday Jean Kendrick | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Halbert Hargrove Holdings, Inc. | Managing Member | Dec 1998 | A | 25% – 50% |
Undisclosed: 0% – 65% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Russell Thomas Hill: 75% – 100% of Halbert Hargrove Holdings, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Paul Hastings Llp Defined Contribution Retirement Plan | Paul Hastings Llp | 2,507 | $1.1B | 06/01/2024 |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Sheppard, Mullin, Richter & Hampton Llp Retirement And Savings Plan | Sheppard, Mullin, Richter & Hampton Llp | 1,816 | $912M | 01/01/2024 |
| Sun Gro Holdings Inc. Retirement Savings Plan | Sun Gro Holdings Inc. | 186 | $21.0M | 01/01/2024 |
| David Sutherland Llc 401(k) Plan | David Sutherland, Llc | 281 | $18.5M | 01/01/2024 |
| Keller Rohrback Llp 401(k) Profit Sharing Plan | Keller Rohrback Llp | 168 | $86.5M | 01/01/2024 |
| Hall & Evans, Llc Employee Savings Plan | Hall & Evans, Llc | 223 | $45.3M | 01/01/2024 |
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $3.4B (81% of AUM) Mar 2026
- Fidelity Distributors Company Llc $2.1B (82% of AUM) Jan 2021
- Fidelity Investments Institutional Services Company, Inc. $2.0B (87% of AUM) Sep 2019
- Charles Schwab & Co. $512M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗