Halbert Hargrove

Overview

Halbert Hargrove is an SEC registered investment adviser based in Long Beach, CA, registered since 1988. It reports $4.2B in assets under management across 4,932 accounts, with 52 employees. It has 43 investment adviser representatives.

Reported AUM

$4.2B

Discretionary

99%

Accounts

4,932

Average account

$852K

Employees

52

Advisory reps

43

Registered since

1988

Jurisdictions

32

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 7

• John Carlos Abusaid Chief Executive Officer CRD 3084990
• Craig Travis Cross Managing Director CRD 872117
• Russell Thomas Hill Chairman, Co-Founder CRD 245988

4 more executive officers, with direct contact details

Advisory reps 3 of 43

• John Carlos Abusaid Investment Adviser Rep CRD 3084990
• James T Ahn Investment Adviser Rep CRD 5467210
• Zachary James Alloway Investment Adviser Rep CRD 8264515

40 more advisory reps, with emails, phones and branch locations

Location

Headquarters

111 W Ocean Blvd Fl 23
Long Beach, CA 90802

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 32 jurisdictions

Every state, with registration dates

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