Harbour Capital Advisors, LLC
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Overview
Harbour Capital Advisors, LLC operates as a financial advisor firm located in Vienna, Virginia. It administers $507.4 million in assets over 295 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 5 financial advisors. Harbour Capital Advisors, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets like equities, options and bonds.
Harbour Capital Advisors, LLC administers all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without needing to seek the client's consent. The company oversees roughly $1.7 million in assets for each account. The typical advisor at Harbour Capital Advisors, LLC oversees about 59 client accounts, placing it towards the middle in terms of personalization.
Harbour Capital Advisors, LLC's headquarters is located at 1595 Spring Hill Road, Vienna, Virginia 22182. It is registered to provide services to customers throughout 6 states, including California, Florida, Maryland, New York, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Harbour Capital Advisors, LLC by the Numbers
$507.4 million
11
295
$1.7 million
Products and Services
Harbour Capital Advisors, LLC provides a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and other services. In the past financial year, it provided 11-25 of its clients with financial planning services. Harbour Capital Advisors, LLC is not involved in selling products or offering services other than investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice are based on the services provided. Fees billed by Harbour Capital Advisors, LLC can be comprised of some combination of the following fee structures: asset-based, hourly or fixed. Harbour Capital Advisors, LLC does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to high net worth investors. Out of its 295 clients, Harbour Capital Advisors, LLC's largest client is high net worth investors, but it also caters to 58 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Harbour Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Harbour Capital Advisors, LLC
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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