Halbert Hargrove Global Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, educational seminars, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
Halbert Hargrove Global Advisors reports 1,518 clients. They include 883 high-net-worth individuals, 574 individual clients and 26 charitable organizations. Of its assets, 99.1% ($4.17B across 4,929 accounts) are managed with discretion; $37.7M across 3 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.08M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 6% |
| High-net-worth individuals | 58% | 81% |
| Pension and profit-sharing plans | 2% | 8% |
| Charitable organizations | 2% | 3% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 574 | $245M | 5.8% | $426K |
| High-net-worth individuals | 883 | $3.41B | 81.1% | $3.86M |
| Pension and profit-sharing plans | 24 | $322M | 7.7% | $13.4M |
| Charitable organizations | 26 | $138M | 3.3% | $5.31M |
| Corporations and other businesses | 11 | $89.6M | 2.1% | $8.14M |
| Total | 1,518 | $4.2B | 100% | $2.77M |
- Clients
- 574
- Regulatory AUM
- $245M
- AUM share
- 5.8%
- Avg. per client
- $426K
- Clients
- 883
- Regulatory AUM
- $3.41B
- AUM share
- 81.1%
- Avg. per client
- $3.86M
- Clients
- 24
- Regulatory AUM
- $322M
- AUM share
- 7.7%
- Avg. per client
- $13.4M
- Clients
- 26
- Regulatory AUM
- $138M
- AUM share
- 3.3%
- Avg. per client
- $5.31M
- Clients
- 11
- Regulatory AUM
- $89.6M
- AUM share
- 2.1%
- Avg. per client
- $8.14M
Total
- Clients
- 1,518
- Regulatory AUM
- $4.2B
- AUM share
- 100%
- Avg. per client
- $2.77M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Halbert Hargrove Global Advisors charges 0.50%–1.00% a year for its Investment advisory services. Each asset band is charged at its own rate. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 1.00% |
| $5M–$8M | 0.75% |
| $8M and above | 0.50% |
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting fees are negotiable and generally fixed, depending on the scope of the service.
Halbert Hargrove Holdings, Inc. owns 25% to 50% of Halbert Hargrove Global Advisors and is in turn owned by Russell Hill (75% or more). John Abusaid is CEO; the leadership team includes Chief Investment Officer Brian Spinelli, Chief Operating Officer Cecilia Williams and Chief Compliance Officer Brenden Melrose. It has 52 employees, 36 of them in advisory roles.
Leadership
- John AbusaidChief Executive Officer
- Cecilia WilliamsChief Operating Officer
- Brenden MelroseChief Compliance Officer
- Timothy AndersonManaging Director
- Craig CrossManaging Director
- Russell HillChairman / Co
- Brian SpinelliCo-Chief Investment Officer
Investment adviser representatives
43 representatives listed in the SEC register as of 9 October 2026.
- John Carlos Abusaid
- James T. Ahn
- Zachary James Alloway
- Timothy Jon Anderson
- Stephen Bedikian
- Vincent Robert Birardi
- Ethan Garrett Campbell
- Jennifer Ann Caravello
- Jake Anthony Castillo
- Julianne Cate Copeland
- Craig Travis Cross
- Shane W Cummings
- Anthony Dominic Delane
- Cyrus William DeReu
- Craig William Eissler
- John Raul Esparza Jr.
- Samantha Joann Garcia
- Brett Michael Gersack
- Tyler Gilley
- Russell Thomas Hill
- Mark Peter Janci
- Tuesday Jean Kendrick
- Kelli Richmond Kiemle
- Steven Leo Klosterman
- David Arthur Koch
- Timothy Donald Kohler
- Patrick Anthony Kujawa
- Anna Marie Lair
- Edwin William Langley JR
- Ross Adam Langley
- Brenden Patrick Melrose
- David Lewis Overton
- Julia Kim Pham
- Mariah Isabel Ramirez
- Joshua Robbins
- Kylie Amanda Schwartz
- Anthony Paul Skvarka
- Brian Michael Spinelli
- Nickolas Robert Strain
- Taylor Hall Sutherland
- Katelyn Nicole Watts
- Michelle Marie White
- Cecilia Townsley Williams
Staff
- 52 employees
- 36 in advisory functions
- 41 state-registered reps
- 8 soliciting firms
- Owns 25% to 50% of Halbert Hargrove Global Advisors, LLC
Halbert Hargrove Holdings, Inc.
Control person · since December 1998
- Owns 75% or more of Halbert Hargrove Holdings, Inc.
Russell Hill
Control person · since December 1998
- Owns 10% to 25% of Halbert Hargrove Global Advisors, LLC
John Abusaid
Control person · since January 2011
Halbert Hargrove Global Advisors’ regulatory assets grew 1.5× from $2.76B (April 2021) to $4.2B (March 2026); clients rose from 1,267 to 1,518 and employees from 43 to 52.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $4.2B | 1,518 | 52 | 26 |
| July 2025 | $3.52B | 1,449 | 52 | 26 |
| June 2024 | $3.16B | 1,376 | 49 | 10 |
| April 2023 | $2.74B | 1,356 | 47 | 9 |
| April 2022 | $3.03B | 1,323 | 44 | 9 |
| April 2021 | $2.76B | 1,267 | 43 | 9 |
Besides its headquarters, Halbert Hargrove Global Advisors has 25 offices (16 private residences, listed without an address), with 10 listed addresses across 6 states.
California · 4 listed addresses
- 111 West Ocean Boulevard, 23rd Floor, Long BeachHQ
- 1 Park Plaza, Irvine
- 25350 Magic Mountain Parkway, Valencia
- 5055 Avenida Encinas, Carlsbad
Texas · 2 listed addresses
- 363 N. Sam Houston Parkway E, Suite 850, Houston
- 21 Waterway Avenue, The Woodlands
Arizona · 1 listed address
- 14850 N. Scottsdale Road, Scottsdale
Colorado · 1 listed address
- 4643 S Ulster Street, Denver
Oregon · 1 listed address
- 590 Pearl St., Eugene
Washington · 1 listed address
- 10900 Ne 8th Street, Bellevue
Contact and registration details
- Legal name
- Halbert Hargrove Global Advisors, LLC
- Headquarters
- 111 West Ocean Boulevard, 23rd Floor, Long Beach, CA 90802-7908
- Website
- halberthargrove.com
- Phone
- 562-435-5657
- @halbert-hargrove
- SEC file
- 801-33048
- Structure
- California LLC
- Fiscal year end
- December
Halbert Hargrove Global Advisors uses Fidelity ($3.4B, 87%) and Charles Schwab ($512M, 13%) as custodians for its separately managed accounts. Halbert Hargrove Global Advisors has custody of $1.25B in client assets for 648 clients.
- FidelityNational Financial Services LLC · Boston, MA · $3.4B87%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $512M13%
At year end, Halbert Hargrove Global Advisors’ separately managed accounts were mostly in funds (83%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.31B across 735 positions; the largest are iShares TR (16.0%), Wisdomtree TR (13.7%) and iShares TR (11.8%).
What the accounts hold
- Stocks12%
- Funds83%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash1%
Reported 13F holdings
- $2.31B
- Reported 13F value
- 735
- Positions
- 84.5%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF16.0%
- Wisdomtree TR · US Effic Core FD13.7%
- iShares TR · U S Equity Factr11.8%
- Wisdomtree TR · U S Adaptive Mvn8.0%
- iShares Inc. · Core MSCI Emkt7.9%
- iShares TR · Core MSCI Eafe7.8%
- Wisdomtree TR · Internationl Efi6.3%
- iShares TR · Intl Eqty Factor6.1%
- Series Portfolios TR · Acuitas Sml Cap3.9%
- iShares TR · MSCI Emg Mkt ETF3.1%
Together, the ten largest are 84.5% of reported value.
How many clients does Halbert Hargrove Global Advisors have?
Halbert Hargrove Global Advisors has 1,518 clients and manages $4.2 billion for them, as of March 2026. They include 883 high-net-worth individuals, 574 individual clients and 26 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 March 2026
What services does Halbert Hargrove Global Advisors offer?
Halbert Hargrove Global Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, educational seminars, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Halbert Hargrove Global Advisors charge?
Halbert Hargrove Global Advisors charges 0.50%–1.00% a year for its Investment advisory services. Each asset band is charged at its own rate. The fee is billed in advance.
Which custodians does Halbert Hargrove Global Advisors use?
Halbert Hargrove Global Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $3.4B and Charles Schwab & Co., Inc. (Westlake, TX), with $512M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 March 2026
How many financial advisors does Halbert Hargrove Global Advisors have?
Halbert Hargrove Global Advisors has 41 investment adviser representatives registered with state securities authorities, out of 52 employees, and 36 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Halbert Hargrove Global Advisors invest in?
At the end of its last fiscal year, Halbert Hargrove Global Advisors’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Halbert Hargrove Global Advisors?
Halbert Hargrove Global Advisors is owned through a holding company by Russell Hill. Its direct owners are Halbert Hargrove Holdings, Inc. and John Abusaid, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 28 March 2026
How does Halbert Hargrove Global Advisors get paid?
Halbert Hargrove Global Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Halbert Hargrove Global Advisors registered with the SEC?
Yes, Halbert Hargrove Global Advisors has been registered with the SEC as an investment adviser since 13 October 1988. Its CRD number is 105515 and its SEC file number is 801-33048.
Source: Form ADV Part 1A, Item 1, filed 28 March 2026; IAPD firm record
How do I contact Halbert Hargrove Global Advisors?
Halbert Hargrove Global Advisors’ main office is at 111 West Ocean Boulevard, 23rd Floor, Long Beach, CA 90802-7908. Its phone number is 562-435-5657. Its website is halberthargrove.com.