BULL HARBOR CAPITAL LLC.

RIASEC RegisteredEst. 2023

Total AUM

$355M

Discretionary

$355M

100% of AUM

Avg account

$837K

Accounts

424

Employees

Advisory reps

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 324995
Registered since: March 30, 2023
Website: www.bullharborcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals69.03%
HNWI30.09%
Corporations / Businesses0.84%
Pension & Profit Sharing Plans0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bull Harbor Capital LLC is an LLC that operates as a hybrid advisory and insurance broker-dealer. The firm is SEC-registered (registration year 2023) and identifies as a capital allocator serving both individual/family and institutional clients. Its service mix includes financial planning, discretionary portfolio management for individuals, small businesses, and institutions, pension consulting, and the selection of other advisers. It also functions as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements are flexible and include percentage of AUM, hourly fees, and fixed fees. Bull Harbor does not identify as an active ESG investor.