ADELL, HARRIMAN & CARPENTER, INC. Employee Directory

Investment ManagementUnited States11-50 Employees

Adell, Harriman & Carpenter, Inc. provides customized investment management and financial counseling services for individuals and families. Clients range from corporate executives and entrepreneurs to business owners, trust recipients and retirees. Within our client family relationships, we often work with multiple generations.

Each of our principals brings a strong combination of expertise and experience to their client relationships and investment management roles. That collective expertise and experience has been shaped by rising markets and falling markets. Our principals are thought leaders and industry influencers.

Additionally, our skill sets have been enhanced by Master of Business Administration (MBA) programs and earning the right to use the globally-recognized Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA®) professional designations after rigorous educational curriculums.

We value personalized service. Every AHC investment portfolio is personally managed by a firm principal who designs solutions to support that specific client’s objectives and meet their particular financial goals.
This personalized approach ensures that every client’s investment plan relates to their unique situation with respect to income and capital gains taxes, liquidity, retirement and other spending goals and estate planning.

Our goal is to provide each AHC client with a true financial home where superior services and tailored investment strategies are faithfully delivered on their behalf.

Find ADELL, HARRIMAN & CARPENTER, INC. employees' phone numbers or email addresses

ADELL, HARRIMAN & CARPENTER, INC. Global Highlights

North America
16

United States Of America
16

ADELL, HARRIMAN & CARPENTER, INC.'s Leadership

S. J.
Principal & Chief Investment Officer
Mobile Phone
Email
J. S.
Front Office Manager
Mobile Phone
Email
C. K.
Client Relationship Manager
Mobile Phone
Email
J. L.
Client Relationship Manager
Mobile Phone
Email
G. G.
Operations Manager
Mobile Phone
Email
M. B.
Principal
Mobile Phone
Email
J. B.
Principal
Mobile Phone
Email
L. C.
Managing Principal
Mobile Phone
Email

Contact profiles from ADELL, HARRIMAN & CARPENTER, INC.

Name

Title

Contact Info

Location

Last Update

V. B.
Customer Service Representative
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is ADELL, HARRIMAN & CARPENTER, INC. known for?

ADELL, HARRIMAN & CARPENTER, INC. was founded in 1995 operates in the Investment Management industry. The company's main headquarters is located in 2700 POST OAK BLVD., SUITE 1200, HOUSTON, Texas 77056, US. Explore ADELL, HARRIMAN & CARPENTER, INC.'s company overview page for more information.

What is ADELL, HARRIMAN & CARPENTER, INC.'s most common email format?

ADELL, HARRIMAN & CARPENTER, INC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ADELL, HARRIMAN & CARPENTER, INC. email formats with LeadIQ.

How many employees does ADELL, HARRIMAN & CARPENTER, INC. have currently?

ADELL, HARRIMAN & CARPENTER, INC. has approximately 14 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are ADELL, HARRIMAN & CARPENTER, INC.'s key employees and leadership?

As of October 2025, ADELL, HARRIMAN & CARPENTER, INC.'s key employees include:

Principal & Chief Investment Officer: S. J.
Front Office Manager: J. S.
Client Relationship Manager: C. K.
Client Relationship Manager: J. L.
Operations Manager: G. G.

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