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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Eagle capitalMatrix vector +more
- Established Date
- 11-29-1995
- Office Locations
- 1
Office Locations
About Adell Harriman & Carpenter
Adell, Harriman & Carpenter (AHC) is a Houston-based boutique investment management firm serving business owners, nonprofit foundations, and family-office-style clients. The team acts as fiduciary principals and builds principal-curated, customized portfolios focused on individual stocks and bonds. Notably, the principal you meet is directly responsible for investment decisions, and the firm was ranked #15 on the Houston Business Journal’s 2025 list of largest institutional asset managers.
Team overview
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Client Personas
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Platform
Services
Technology
Owner & Executives
LEIA POWELL CARPENTER
Chief Compliance Officer, Chief Executive Officer, Managing Principal, President, PRINCIPAL
- CRD
- #1551527
- Ownership
- 25% but less than 50%
STEPHEN DECATUR ADELL
Principal
- CRD
- #2115641
- Ownership
- 10% but less than 25%
Oak prime
Radial glacier oak
- CRD
- #54298
- Ownership
- 27.1%
Showing 2 of 6 owners & executives
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MARK CLIFFORD HARRIMAN
Financial Advisor
- CRD
- #2450766
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,087,058,406 | $738,782 |
| Non-Discretionary | $0 | -- |
| Total | $2,087,058,406 | $738,782 |
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Separately Managed Accounts
Total SMA Asset: $2,087,058,406
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $307,497,299 | 15.3% |
| Public Funds | $168,822,046 | 8.4% |
| Corporate - Investment Grade | $484,358,490 | 24.1% |
| Municipal Bonds | $134,655,680 | 6.7% |
| U.S. Government/Agency | $621,023,957 | 30.9% |
| Cash | $293,428,795 | 14.6% |
| Total | $2,009,786,267 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL VECTOR ATLAS | GLACIER PEAK | 30HTAOHVT | LUPG | 4.98% | $117,111,186 |
| RIDGE ZENITH VITAL | BEACON PATHWAY | 3SQB9L09S | VDZU | 8.59% | $70,025,862 |
| TIMBER PEAK DELTA | DELTA EMBER | 13AVGA5P2 | INIJM | 9.94% | $99,401,641 |
| VERTEX OAK OAK | EAGLE FRONTIER | BNWJSRIB2 | JUQN | 4.17% | $111,990,109 |
| VITAL PIONEER NORTH | ELEMENT TIMBER | PJ24APZYW | CTJ | 11.88% | $38,963,648 |
| PATHWAY CAPITAL | CAPITAL BEACON | TAG7NENMU | EEQCK | 11.93% | $88,015,015 |
| SIGNAL MERIDIAN SUMMIT | HARBOR BEACON | VVTFGI5II | MPB | 4.15% | $107,281,781 |
| RIDGE QUANTUM FUSION | TIMBER ELEMENT | 0PQSI5H7G | IOW | 6.22% | $45,979,465 |