Bull Harbor Capital LLC. logo

Bull Harbor Capital LLC.

Updated today

Total assets under management

$343,999,497

Total clients

901

9% high-net worth

Total advisors

16

of 21 employees

Firm size

Multi Team

Average clients per advisor

56

Average account size

$381,797

About

Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm delivers portfolio management (primarily on a discretionary basis), financial planning, and retirement plan advisory services, with client accounts custodied at Fidelity or Interactive Brokers.

Its investment process emphasizes long‑term strategic asset allocation with tactical adjustments as warranted; portfolios may include mutual funds, ETFs, individual public and private equity, fixed income, and covered options. BHC also implements client strategies through Independent Managers and multiple third‑party platforms and arrangements, maintaining ongoing oversight and periodic reviews.

Distinctive features include engagements with investment company clients—an uncommon client type for multi‑team advisers—and a co‑advisory program with Matson that allocates to Matson Funds (fund‑of‑funds that invest with Dimensional Fund Advisors) and requires IAR participation fees and minimums for access. The firm also operates under shared‑services and sub‑advisory arrangements with an affiliated adviser and discloses that several supervised persons have dual roles as registered representatives or licensed insurance producers; BHC was founded in 2022 and manages roughly $344 million across 16 advisors.

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Fixed fees for financial planning generally range from $500 to $10,000.

Percentage

$0 - $5,000,000: 1.70% $5,000,001 - $10,000,000: 1.40% $10,000,001 - $20,000,000: 1.10% $20,000,001+: 0.80%

Commissions

Certain supervised persons are registered representatives earning commissions on securities sales.

Project-based

Up to $500 per hour for financial planning services.

Other

Fee-only: Financial planning fees range from $500 to $10,000 fixed fee or annual retainer; hourly fees up to $500/hour.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Bull Harbor Capital LLC.

7101 Wisconsin Avenue, Suite 1202

Bethesda MD 20814, United States

Number of offices

3

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