Bull Harbor Capital LLC.

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.