Bull Harbor Capital LLC

RIASEC Registered

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 a limited liability company operating as an independent registered investment adviser. The firm registered with the SEC in 2023 and positions itself as a capital allocator serving both individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm also conducts business as a registered representative of a broker‑dealer and as an insurance broker, and it maintains industry affiliations with broker‑dealers, other investment advisers, and insurance companies. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee options. Bull Harbor does not identify as an active ESG investor.