Chris Harrell
Cordgrass Capital Advisors · Raleigh, North Carolina
Chris Harrell is a fee-only financial advisor at Cordgrass Capital Advisors in Raleigh, North Carolina, who holds the CFA credential. Cordgrass Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cordgrass Capital Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $729.9M across 1,592 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC, TX · CRD 1080957 |
| Exams passed | Series 63 (1983) · Series 65 (1995) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.cordgrasscapital.com |
How Chris's firm compares
- Cordgrass Capital Advisors's average account is about $459,000, from its Form ADV (assets managed divided by 1,592 accounts).
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Questions about Chris
Is Chris Harrell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chris holds no broker registration, and Cordgrass Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chris charge for financial advice?
Chris's firm, Cordgrass Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chris Harrell based?
Chris Harrell is based in Raleigh, North Carolina.
What credentials does Chris Harrell hold?
Chris Harrell holds the CFA credential.
Is Chris Harrell registered with the SEC?
Yes. Chris Harrell is registered as an investment adviser representative in NC and TX (CRD 1080957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cordgrass Capital Advisors manage?
Cordgrass Capital Advisors reports $729.9M across 1,592 accounts in assets under management.
How do I contact Chris Harrell?
Through Chris's website, www.cordgrasscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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