Steve Adell

Steve Adell is the Principal at Adell, Harriman & Carpenter, Inc., a boutique investment management firm based in Houston, Texas. He plays a leadership role in developing and overseeing client investment strategies, with a focus on personalized portfolio construction and direct client engagement. Adell is recognized for his deep experience in the investment advisory field and his commitment to fiduciary standards.

With nearly four decades in financial advisory and investment management, Steve Adell specializes in constructing customized portfolios composed of individual stocks and bonds to align with clients' specific goals. His primary sector focus includes high-quality companies with durable business models, and he emphasizes investments in businesses that are industry leaders, disruptors, or innovators with strong and growing cash flows.

Adell holds an MBA from Southern Methodist University and a BA in Business Management from Whitworth University. His professional approach blends rigorous analytical expertise with a hands-on, client-oriented philosophy, earning him a reputation for trust and deep client relationships within the investment management industry.