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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-1940
- Office Locations
- 4
Office Locations
About Everett Harris & CO
Everett Harris & Co is a Los Angeles-based investment adviser serving both retail and institutional clients. The firm focuses on portfolio construction using ETFs, index funds and mutual funds, with allocations that include fixed income; it also notes interest in cryptocurrency. Custody relationships include Charles Schwab and Bank of America. Established in 1940.
Reported data analysis
What the numbers show
Between February 6, 2025 and March 9, 2026, reported AUM increased 5.8%, from $10.9B to $11.5B.
Across 5 reported observations, AUM increased 12.2% between March 10, 2022 and March 9, 2026, from $10.3B to $11.5B.
Of the latest reported AUM, 97.1% is discretionary and 2.9% is non-discretionary.
The firm reports 13 advisory representatives and 743 clients, or 57.2 clients per representative. That equates to $15.5M in reported AUM per client.
The profile lists 4 reported office locations and 85 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DAVID ADAIR CLARK
Chief Compliance Officer, President
- CRD
- #1122916
- Ownership
- 10% but less than 25%
OLIVER NORTHCOTE CRARY
Chairman, Chief Executive Officer
- CRD
- #4332965
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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JOHN CHRISTIAN APRILL
--
- CRD
- #6138482
Monica Liliane Baier
--
- CRD
- #7260419
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,197,323,579 | $6,757,588 |
| Non-Discretionary | $334,053,072 | $2,438,344 |
| Total | $11,531,376,651 | $6,427,746 |
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Separately Managed Accounts
SMA allocation detail is available
Everett Harris & CO has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Everett Harris & CO's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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