HARBOUR CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$701M
Discretionary
$668M
95% of AUM
Avg account
$1.7M
Accounts
413
Employees
11
Advisory reps
6

Firm details

Headquarters
TYSONS, Virginia
CRD number
157266
Registered since
March 1, 2013
Website
harbourcapitaladvisors.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harbour Capital Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on wealth management for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. It serves as a capital allocator, charging fees by asset-based percentages as well as offering hourly and fixed-fee engagements. Harbour identifies as an active ESG investor and manages portfolios with an equity orientation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 13%, Private Funds 9%, State & Local Bonds 8%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 3%, US Government Bonds 2%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds13%
  • Private Funds9%
  • State & Local Bonds8%
  • Investment Grade Corp Bonds5%

Owners & executives

3 of 3

  • THOMAS KIM

    Managing Partner and Chief Investment OfficerCRD 2311662

  • ELIZABETH DUFF

    Managing Partner, CCO and COOCRD 3016285

  • MARCUS WARE

    Chief Compliance OfficerCRD 6017195

Contacts

3 of 3

  • Michael Elliott

    Associate Portfolio ManagerCRD 7116367

  • KEVIN HENNESSY

    Managing DirectorCRD 4361475

  • NICHOLAS BUNDY

    Portfolio ManagerCRD 5142302

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$119M in ETFs

Passive

100%

$119M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$23M27,72619.38%
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Location

Primary office

TYSONS, VA

FAIRFAX

Location

TYSONS, VA

Headquartered in TYSONS, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
1595 Spring Hill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth