E
$11.5B Total AUM
$11.2B Disc. AUM
10.0% 3Y CAGR
18 Employees
743 ADV. Clients
85 yrs Firm Age
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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
27285 LAS Ramblas, Suite 110 Mission Viejo CA
307 W. Tremont Avenue, Suite 200 Charlotte NC
6830 ELM Street Suite 5 Mclean VA
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.
Team overview
49 AVG AGE
$887.0M AVG AUM / ADVISOR
$15.5M AVG AUM / CLIENT
18.8 yrs AVG TENURE
18 Employees
13 Advisory Reps
0 RIA Reps
85yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID ADAIR CLARK
Chief Compliance Officer, President
- CRD
- #1122916
- Ownership
- 10% but less than 25%
Available
Available
Available
O
OLIVER NORTHCOTE CRARY
Chairman, Chief Executive Officer
- CRD
- #4332965
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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J
JOHN CHRISTIAN APRILL
--
- CRD
- #6138482
Available
Available
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M
Monica Liliane Baier
--
- CRD
- #7260419
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Other:
Available Municipal Bonds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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