Adell Harriman & Carpenter
SEC RegisteredTrust. Expertise. Solutions.
About the firm
AHC (Adell, Harriman & Carpenter, Inc.) is a boutique investment management firm built on decades of trust, integrity, care, knowledge, and experience. With a holistic approach, the firm bridges the gap between clients' financial needs of today and their financial vision for tomorrow. AHC's Principals meticulously craft customized portfolios tailored to each client, combining the best of large firm resources with a hands-on boutique approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, principal-curated customized portfolios focused on individual stocks and bonds, estate planning integration, portfolio management strategy, financial counseling, and coordination with estate planning attorneys and tax professionals.
Who they serve
Business owners, nonprofit foundations, virtual family offices, and individual clients seeking portfolio management and financial counseling services.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of August 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adell Harriman & Carpenter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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