Harrell Investment Partners, Llc
- Regulatory AUM
- $662M
- Discretionary
- $610M
- Clients
- 186
- Avg AUM / client
- $3.6M
- Accounts
- 766
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 104 | $36.8M | 5.55% |
| High net worth individuals | 82 | $623M | 94.0% |
| Charitable organizations | Fewer than 5 clients | $3.1M | 0.46% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert King Harrell | Elected Manager | Oct 2018 (8y) | 75% or more | |
| Anna Victoria Bodine | Chief Operating Officer And Partner | CFP | Jan 2019 (8y) | Less than 5% |
| Dilda Deepak Dalvi | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Stephanie Caroline Morgan | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 919 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $572M (86% of AUM) Feb 2026
- Charles Schwab & Co. $69.6M (11% of AUM) Feb 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: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗