Harrell Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harrell Investment Partners provides investment advisory and ongoing financial planning services to individuals, high‑net‑worth clients and charitable organizations, offering both discretionary and non‑discretionary portfolio management. The firm also handles retirement‑account rollovers and may use third‑party separate account managers through an institutional wrap platform to implement client strategies.
The firm follows a structured four‑step client process — Discover, Design, Implement, Manage — and combines fundamental, technical, cyclical, charting and quantitative analysis to build customized portfolios with a generally long‑term orientation while permitting shorter‑term trades for rebalancing or cash needs. HIP monitors accounts on a continuous basis, conducts formal reviews at least annually, and may recommend or select managers based on factors such as style, performance and reporting within its Raymond James platform relationship.
Compared with many team firms, HIP highlights an institutional relationship with its recommended custodian that provides software, trading desk access, block‑trading capabilities and other economic benefits, and the firm advertises third‑party ratings — a feature that is relatively uncommon among peers. The firm’s disclosures also emphasize operational and compliance strengths, including a chief compliance officer who serves as a FINRA arbitrator and multiple senior team members with lengthy prior experience at a major broker‑dealer.
Client services
Expertise
Fee options
Fixed fees for stand-alone financial planning services; amount negotiable
up to 1.25% annually (negotiable based on factors such as scope, complexity, asset level, relationship)
Insurance commissions earned by certain advisory persons in addition to advisory fees
Hourly fees for stand-alone financial planning services; amount negotiable
Account minimum: $10,000 Minimum fee: $10,000 minimum annual fee Fee-only: Investment advisory fees and financial planning fees (hourly or fixed fees)
Main office
3814 Medical Parkway
Austin TX 78756
Advisors at this office
4
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dilda D
Series 63, Series 66
Austin, TX
Harrell Investment Partners, LLC
Dilda Dalvi is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cantella & Co., Raymond James, Oppenheimer, and Stanford Group Company. Dalvi also serves as a FINRA dispute resolution arbitrator, reviewing cases and making decisions on industry disputes. Harrell Investment Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a structured process combining multiple analytical approaches to create customized portfolios and maintains an institutional relationship with its custodian, offering access to specialized trading and operational resources.
Anna B
CFP®, Series 66
Austin, TX
Harrell Investment Partners, LLC
Anna Bodine is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Harrell Investment Partners, LLC since 2019 and previously held roles at Raymond James & Associates and Equitable Advisors. Harrell Investment Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a structured four-step client process and employs a variety of analytical methods to build customized portfolios with a generally long-term orientation, supported by an institutional relationship that provides trading and operational advantages.
Robert H
Series 63, Series 65
Austin, TX
Harrell Investment Partners, LLC
Robert Harrell is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. for 20 years before joining Harrell Investment Partners in 2019. Harrell Investment Partners provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a four-step client process and combines multiple analytical approaches to build portfolios intended for the long term, managing approximately $598.6 million in client assets with a three-person advisory team.
Stephanie M
Series 65
Austin, TX
Harrell Investment Partners, LLC
Stephanie Morgan is a financial advisor at Harrell Investment Partners, LLC in Austin, TX, with three years of industry experience. She holds a Series 65 designation and previously worked at Petros PACE Finance and GoMedigap. Morgan also has a background in academia from her time at the University of Texas at Austin. Harrell Investment Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a structured client process and combines multiple analytical approaches to build customized portfolios, maintaining an institutional relationship that offers economic benefits and operational strengths.
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