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- Custodian
- Charles Schwab & Company · Raymond James · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2018
- Office Locations
- 1
Office Locations
About Harrell Investment Partners, LLC
Austin, TX-based Harrell Investment Partners is an independent RIA founded in 2019 by Bob Harrell (30+ years in wealth management; former Raymond James SVP). The firm provides holistic financial planning and portfolio management, using dynamic asset allocation and risk management with significant ETF use alongside public funds and bonds. Serves retail and institutional clients and custodians include Charles Schwab and Raymond James.
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Owner & Executives
ROBERT KING HARRELL II
Founder
- CRD
- #2282318
- Ownership
- 75% or more
ANNA VICTORIA BODINE
Chief Operating Officer, PARTNER
- CRD
- #5217850
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Stephanie Caroline Morgan
--
- CRD
- #8064296
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $609,570,101 | $813,845 |
| Non-Discretionary | $52,845,376 | $3,108,552 |
| Total | $662,415,477 | $864,772 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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