Advisor at Harper Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harper Asset Management, LLC
Location
Longmont, CO 80501
Credentials
CFA®, Series 66
Industry experience
22 years
Brian Harper is a CFA® charterholder with 21 years of experience in the financial industry. He is the principal of Harper Asset Management, LLC, an independent firm based in Longmont, CO, and previously worked at Inlight Wealth. Harper serves as board member and chairman of The Stephan Company, an investment-related business. Harper Asset Management, LLC provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a value-oriented, fundamental analysis approach, managing concentrated equity portfolios alongside ETFs and mutual funds, and also focuses on fixed-income allocations tailored to client risk profiles and income needs.
Based on Harper Asset Management, LLC
Up to 1.5% annually, negotiated rate
Account minimum: $100,000 (negotiable)
712 Main St
Longmont, CO 80501
Colorado · Georgia · Texas
Harper Asset Management, LLC
2025 - Present (1 year)
Inlight Wealth
2020 - 2025 (5 years)
Harper Asset Management Llc
2001 - 2020 (19 years)
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Real estate agent
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Other specialized services
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