Harmony Road Advisors

Overview

Harmony Road Advisors is an independent, owner-operated registered investment adviser that focuses on planning and portfolio management for individuals and small businesses. The firm structures client engagements using a mix of percentage-of-AUM fees, hourly charges and fixed fees, which supports both ongoing wealth management relationships and project-based planning work. Harmony Road appears to run fund-centric portfolios rather than operating as a capital allocator or running large propriety strategies—its ADV points to public mutual funds as the primary vehicle for client exposure. The firm is not characterized as an active ESG investor and reports serving a single-state client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices