Scot
Johnson

Adell Harriman & Carpenter

CRD#2534073
Investment Advisor
in Houston, TX

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About this Advisor

Scot Johnson is a chartered financial analyst based in Houston, Texas with a total of 3 years of relevant experience. Johnson is currently employed by Adell Harriman & Carpenter. During their career, Johnson has held roles at Adell, Harriman & Carpenter and Homemaker. Johnson is approved to work in Texas. Adell Harriman & Carpenter is a registered investment company based out of Houston, TX. It manages $1 billion in assets under management among its 1,901 accounts, placing it among the larger firms in the United States by assets under management. Of its 1,901 customer accounts, 45% are associated with high-net-worth investors who have at least $1 million in assets. The company has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically depend on the type of services. However, fees billed by Adell Harriman & Carpenter typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2700 Post Oak Blvd, Ste 1200
Houston, TX 77056

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Adell Harriman & Carpenter Brokerage Details

Total Assets Under Management

$1,096,325,075

TX Average: $3,042,739,679
Total Number of Employees

10

TX Average: 49
Total Number of Accounts

1,901

TX Average: 2,315
Average Account Size

$576,710

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Scot Johnson Work History

Scot has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Adell, Harriman & Carpenter

2013 - 2019 (6 years)

Homemaker

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scot Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Adell Harriman & Carpenter

Scot Johnson
Houston, TX
Marcus Berry
Houston, TX
Martha Carpenter
Houston, TX
Mark Harriman
Houston, TX
Stephen Adell
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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