DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HARRELL INVESTMENT PARTNERS, LLC

CRD 299166

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:58f3a891-2f1a-3860-adaa-5bfaa838bedb

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 0
Observed: Oct 30, 2018 to Feb 17, 2026
20 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $662MItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $610M
Private client RAUM: $659MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $166Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 766
Individual clients: 104
High net worth clients: 82
Custody, client assets: $55.1M
SEC number: 801-114354
CIK: 1802882
CRD: 299166
Filings on the tape: 20
First filed: Oct 30, 2018
Latest filed: Feb 17, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT KING HARRELL	n/a	AUSTIN, TX	7	33	1	no
ANNA VICTORIA BODINE	Certified Financial Planner	AUSTIN, TX	7	18	2	no
DILDA DEEPAK DALVI	n/a	AUSTIN, TX	4	20	5	no
Stephanie Caroline Morgan	n/a	AUSTIN, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BODINE, ANNA, VICTORIA	CHIEF OPERATING OFFICER AND PARTNER	Na	yes	03/2024	Jan 2, 2019	Apr 26, 2024
DALVI, DILDA, DEEPAK	CHIEF COMPLIANCE OFFICER	Na	yes	05/2023	May 10, 2023	Apr 26, 2024
HARRELL, ROBERT, KING	ELECTED MANAGER	E	yes	10/2018	Oct 30, 2018	Apr 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 17, 2026	$662M	$610M	6	4	n/a	n/a
2024	Feb 12, 2025	$599M	$572M	5	3	n/a	n/a
2023	Mar 18, 2024	$503M	$485M	6	3	n/a	n/a
2022	Feb 14, 2023	$451M	$435M	6	4	n/a	n/a
2021	Mar 7, 2022	$506M	$489M	6	3	n/a	n/a
2020	Mar 2, 2021	$425M	$413M	4	3	n/a	n/a
2019	Mar 18, 2020	$377M	$371M	4	3	n/a	n/a
2018	Mar 5, 2019	$336M	$327M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$662M	$599M	10.7%	$451M	13.7%	6	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES & ASSOCIATES, INC.	2	Dec 31, 2018	Jan 3, 2019	AUSTIN, TX	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (4)

← Stephanie Caroline MorganAdvisorregistration: current employment
Dec 19, 2025 to presentfactForm ADV
← DILDA DEEPAK DALVIAdvisorregistration: current employment
May 5, 2022 to presentfactForm ADV
← ROBERT KING HARRELLAdvisorregistration: current employment
Jan 3, 2019 to presentfactForm ADV
← ANNA VICTORIA BODINEAdvisorregistration: current employment
Jan 3, 2019 to presentfactForm ADV

Controls (3)

← HARRELL, ROBERT, KINGOwnerELECTED MANAGER, ownership code E, individual
Oct 30, 2018 to Apr 26, 2024factForm ADV
← DALVI, DILDA, DEEPAKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 10, 2023 to Apr 26, 2024factForm ADV
← BODINE, ANNA, VICTORIAOwnerCHIEF OPERATING OFFICER AND PARTNER, ownership code NA, individual
Jan 2, 2019 to Apr 26, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES & ASSOCIATES, INC.Registered adviser2 advisors, team lift out
Dec 31, 2018 to Jan 3, 2019factForm ADV

Dated events

Occurred
Apr 26, 2024
Control person left
William Wilson (Director) no longer on Schedule A of Harrell Investment Partners, Llc (listed 2024-03-18, absent 2024-04-26)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2024
Control person joined
William Wilson (Director) appeared on Schedule A of Harrell Investment Partners, Llc
Form ADVobserved 4 days ago
Occurred
Mar 18, 2024
Control person joined
Victoria Anna Bodine (Chief Operating Officer And Partner) appeared on Schedule A of Harrell Investment Partners, Llc
Form ADVobserved 4 days ago
Occurred
May 10, 2023
Control person left
Victoria Anna Bodine (Chief Compliance Officer) no longer on Schedule A of Harrell Investment Partners, Llc (listed 2023-02-14, absent 2023-05-10)
Form ADVobserved 4 days ago
Occurred
May 10, 2023
Control person joined
Deepak Dilda Dalvi (Chief Compliance Officer) appeared on Schedule A of Harrell Investment Partners, Llc
Form ADVobserved 4 days ago
Occurred
Jan 2, 2019
Control person joined
Victoria Anna Bodine (Chief Compliance Officer) appeared on Schedule A of Harrell Investment Partners, Llc
Form ADVobserved 4 days ago
Occurred
Oct 30, 2018
First Form ADV filing
Harrell Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58f3a891-2f1a-3860-adaa-5bfaa838bedb
First observed: Oct 30, 2018
Last observed: Feb 17, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HARRELL INVESTMENT PARTNERS, LLC

CRD 299166

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:58f3a891-2f1a-3860-adaa-5bfaa838bedb

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT KING HARRELL

n/a

AUSTIN, TX

ANNA VICTORIA BODINE

Certified Financial Planner

AUSTIN, TX

DILDA DEEPAK DALVI

n/a

AUSTIN, TX

Stephanie Caroline Morgan

n/a

AUSTIN, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BODINE, ANNA, VICTORIA

CHIEF OPERATING OFFICER AND PARTNER

yes

03/2024

Jan 2, 2019

Apr 26, 2024

DALVI, DILDA, DEEPAK

CHIEF COMPLIANCE OFFICER

yes

05/2023

May 10, 2023

Apr 26, 2024

HARRELL, ROBERT, KING

ELECTED MANAGER

yes

10/2018

Oct 30, 2018

Apr 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$662M

$610M

n/a

2024

Feb 12, 2025

$599M

$572M

n/a

2023

Mar 18, 2024

$503M

$485M

n/a

2022

Feb 14, 2023

$451M

$435M

n/a

2021

Mar 7, 2022

$506M

$489M

n/a

2020

Mar 2, 2021

$425M

$413M

n/a

2019

Mar 18, 2020

$377M

$371M

n/a

2018

Mar 5, 2019

$336M

$327M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$662M

$599M

10.7%

$451M

13.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES & ASSOCIATES, INC.

Dec 31, 2018

Jan 3, 2019

AUSTIN, TX

Team lift out

Ibd to new firm

0.1%