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HALBERT HARGROVE GLOBAL ADVISORS, LLC, CRD 105515
LONG BEACH, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RUSSELL THOMAS HILL | Certified Financial Planner | LONG BEACH, CA | 37 | 28 | n/a | no |
| CRAIG TRAVIS CROSS | n/a | LONG BEACH, CA | 37 | 31 | n/a | no |
| TIMOTHY JON ANDERSON | Personal Financial Specialist | LONG BEACH, CA | Eugene, OR | 22 | 33 | n/a | no |
| STEVEN LEO KLOSTERMAN | n/a | Denver, CO | LONG BEACH, CA | BOULDER, CO | Carlsbad, CA | 22 | 44 | 1 | no |
| ANTHONY PAUL SKVARKA | Certified Financial Planner | LONG BEACH, CA | Carlsbad, CA | 22 | 22 | n/a | no |
| MARK PETER JANCI | Certified Financial Planner | LONG BEACH, CA | BELLEVUE, WA | 20 | 36 | 3 | no |
| NICKOLAS ROBERT STRAIN | Certified Financial Planner | LONG BEACH, CA | Valencia, CA | 20 | 21 | n/a | no |
| MICHELLE MARIE WHITE | n/a | LONG BEACH, CA | 20 | 28 | n/a | no |
| JOHN CARLOS ABUSAID | n/a | LONG BEACH, CA | 20 | 22 | n/a | no |
| DAVID LEWIS OVERTON | n/a | Denver, CO | LONG BEACH, CA | 20 | 33 | 1 | no |
| BRIAN MICHAEL SPINELLI | Certified Financial Planner | LONG BEACH, CA | Scottsdale, AZ | IRVINE, CA | 20 | 20 | n/a | no |
| CECILIA TOWNSLEY WILLIAMS | Certified Financial Planner | Carlsbad, CA | LONG BEACH, CA | 19 | 20 | n/a | no |
| SHANE W CUMMINGS | Certified Financial Planner | Denver, CO | LONG BEACH, CA | Boulder, CO | 19 | 19 | n/a | no |
| KELLI RICHMOND KIEMLE | n/a | LONG BEACH, CA | 18 | 18 | n/a | no |
| EDWIN WILLIAM LANGLEY | n/a | LONG BEACH, CA | HOUSTON, TX | 15 | 47 | 1 | no |
| ROSS ADAM LANGLEY | Certified Financial Planner | THE WOODLANDS, TX | LONG BEACH, CA | HOUSTON, TX | 15 | 20 | 1 | no |
| DAVID ARTHUR KOCH | Certified Financial Planner|Chartered Financial Analyst | IRVINE, CA | LONG BEACH, CA | 14 | 14 | n/a | no |
| CRAIG WILLIAM EISSLER | Certified Financial Planner | LONG BEACH, CA | HOUSTON, TX | THE WOODLANDS, TX | DENVER, CO | 14 | 15 | n/a | no |
| BRENDEN PATRICK MELROSE | Certified Financial Planner | Carlsbad, CA | LONG BEACH, CA | 14 | 14 | n/a | no |
| TAYLOR HALL SUTHERLAND | Certified Financial Planner | Carlsbad, CA | LONG BEACH, CA | 14 | 22 | 3 | no |
| JAMES T. AHN | Certified Financial Planner | LONG BEACH, CA | 14 | 18 | 2 | no |
| PATRICK ANTHONY KUJAWA | n/a | DENVER, CO | Scottsdale, AZ | LONG BEACH, CA | 14 | 32 | 2 | no |
| TIMOTHY DONALD KOHLER | n/a | LONG BEACH, CA | 12 | 12 | n/a | no |
| BRETT MICHAEL GERSACK | Certified Financial Planner | LONG BEACH, CA | BELLEVUE, WA | 11 | 26 | 2 | no |
| JULIA KIM PHAM | Certified Financial Planner | IRVINE, CA | LONG BEACH, CA | 11 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ABUSAID, JOHN, CARLOS | CHIEF EXECUTIVE OFFICER | B | yes | 01/2011 | Mar 28, 2026 | Mar 28, 2026 |
| ANDERSON, TIMOTHY, JON | MANAGING DIRECTOR | Na | yes | 10/2006 | Mar 28, 2026 | Mar 28, 2026 |
| CROSS, CRAIG, TRAVIS | MANAGING DIRECTOR | Na | yes | 12/1998 | Mar 28, 2026 | Mar 28, 2026 |
| HALBERT HARGROVE HOLDINGS, INC. | MANAGING MEMBER | C | yes | 12/1998 | Mar 28, 2026 | Mar 28, 2026 |
| HILL, RUSSELL, THOMAS | CHAIRMAN / CO- FOUNDER | Na | yes | 12/1998 | Mar 28, 2026 | Mar 28, 2026 |
| MELROSE, BRENDEN, PATRICK | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2023 | Mar 28, 2026 | Mar 28, 2026 |
| SPINELLI, BRIAN, MICHAEL | CO-CHIEF INVESTMENT OFFICER | Na | yes | 12/2022 | Mar 28, 2026 | Mar 28, 2026 |
| WILLIAMS, CECILIA, TOWNSLEY | CHIEF OPERATING OFFICER | Na | yes | 07/2012 | Mar 28, 2026 | Mar 28, 2026 |
| HILL, RUSSELL, THOMAS | President | E | yes | 12/1998 | Dec 21, 2011 | Nov 22, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| E. WILLIAM LANGLEY | n/a | n/a | n/a | N | no | n/a |
| ROSS A. LANGLEY | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Carlsbad | CA | United States | 6 | no |
| Denver | Co | United States | 5 | no |
| COSTA MESA | CA | United States | 4 | no |
| Scottsdale | Az | United States | 3 | no |
| Houston | TX | United States | 3 | no |
| THE WOODLANDS | TX | United States | 3 | no |
| Bellevue | Wa | United States | 3 | no |
| Valencia | CA | United States | 1 | no |
| Eugene | Or | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 28, 2026 | $4.2B | $4.2B | 52 | 36 | 25 | n/a | n/a |
| 2024 | Mar 31, 2025 | $3.5B | $3.4B | 52 | 35 | 25 | n/a | n/a |
| 2023 | Mar 25, 2024 | $3.2B | $3.0B | 49 | 36 | 10 | n/a | n/a |
| 2022 | Mar 22, 2023 | $2.7B | $2.6B | 47 | 29 | 8 | n/a | n/a |
| 2021 | Mar 29, 2022 | $3.0B | $2.9B | 44 | 30 | 8 | n/a | n/a |
| 2020 | Mar 30, 2021 | $2.8B | $2.6B | 43 | 29 | 8 | n/a | n/a |
| 2019 | Mar 30, 2020 | $2.5B | $2.3B | 44 | 30 | 7 | n/a | n/a |
| 2018 | Mar 28, 2019 | $2.3B | $2.2B | 44 | 26 | 7 | n/a | n/a |
| 2017 | Mar 27, 2018 | $2.5B | $2.4B | 41 | 27 | 6 | n/a | n/a |
| 2016 | Mar 16, 2017 | $2.3B | $2.1B | 44 | 31 | n/a | n/a | n/a |
| 2015 | Mar 15, 2016 | $3.8B | $2.0B | 43 | 32 | n/a | n/a | n/a |
| 2014 | Mar 25, 2015 | $4.1B | $2.2B | 38 | 27 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $4.0B | $2.1B | 39 | 31 | n/a | n/a | n/a |
| 2012 | Mar 7, 2013 | $2.0B | $1.9B | 36 | 34 | n/a | n/a | n/a |
| 2011 | Mar 28, 2012 | $1.7B | $1.6B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.2B | $3.5B | 19.6% | $2.7B | 15.4% | 52 | 52 | 25 | 25 |