Everett Harris & Co

Firm record

As recorded in SEC IAPD

Firm CRD

106830

SEC number

801-853

Firm type

RIA

Assets under management

$11.5B as of Mar 9, 2026

Website

www.everettharris.com ↗

Phone

213-625-2677

Address

801 South Figueroa Street, Los Angeles, CA, 90017

Advisors at this firm

10 in our index · page 1 of 1

• John Christian AprillCRD 6138482 · Charlotte, NC
  IA Registered
• Monica Liliane BaierCRD 7260419 · Los Angeles, CA
  IA Registered
• David Adair ClarkCRD 1122916 · Los Angeles, CA
  IA Registered
• Oliver Northcote CraryCRD 4332965 · Mission Viejo, CA
  IA Registered
• Mark Andrew FoundosCRD 2760251 · Mission Viejo, CA
  IA Registered
• Deborah Cole GriffithCRD 4555749 · Mission Viejo, CA
  IA Registered
• Elizabeth Rose MargalisCRD 5235805 · Mission Viejo, CA
  IA Registered
• Kwang Hwi NoCRD 7260425 · Los Angeles, CA
  IA Registered
• Robert W. SpeidelCRD 4579697 · Mclean, VA
  IA Registered
• James Douglas WardCRD 4332957 · Los Angeles, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.