Hara Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 315108
- Registered since
- May 26, 2023
- Website
- www.haracapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.08%
- Charitable Organizations6.62%
- Individuals1.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hara Capital LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm is owned by an individual and bills clients on a percentage-of-AUM basis. Its advisory work is concentrated on financial planning and portfolio management for individuals, families and small business clients, with an institutional client presence as well. Hara Capital does not identify as an active ESG investor, is not multi-state registered, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Robert Dainard
Portfolio ManagerCRD 5134319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$32.9M in ETFs
88%
$28.9M
5%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $5.1M | 87,527 | 15.59% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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