Harbour Capital Advisors, LLC logo

Harbour Capital Advisors, LLC

Updated today

Client assets under management

$701,078,839

Clients

55

100% high-net worth

Advisors

4

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

14

Very Low

Average account size

$12,746,888

About

Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing roughly $701 million for about 55 clients through a four-advisor team. The firm does not serve non-high-net-worth individual clients and offers discretionary, fee-only investment management alongside financial planning and family office services, with family office services provided at no additional fee for clients with $10 million or more in assets.

The firm’s investment process is driven by customized investment policy statements, mean-variance optimization tools, and a core‑satellite implementation that manages liquid public securities internally while allocating satellite exposures to outside managers and alternative strategies. Harbour explicitly incorporates less-liquid and specialty vehicles into portfolios—structured notes, interval funds, private equity, venture capital, real estate and other alternatives—and also provides portfolio management for pooled vehicles and foundation assets when appropriate.

Noteworthy for a firm of its size, Harbour acts as a private fund adviser and is affiliated with two private equity funds (HCA‑CP6, LP and HCA‑CP7, LP), and it may recommend private fund allocations to qualified clients on a non‑discretionary basis, a practice that creates disclosed conflicts of interest. The firm pairs investment management with comprehensive wealth-transfer, philanthropy and family-governance services and offers specialized advisory work (e.g., foundation administration, private aviation analysis, debt and foreign-currency arranging) and uses AI tools under a documented policy.

Client services

Financial planning Portfolio management Family office services

Expertise

Wealth management Family Business Business succession planning Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP)

Occupation focus

Founder/Business Owner

Demographic focus

Established Professionals

Fee options

Fixed

Financial planning and consulting services offered on a fixed fee basis, generally beginning at $10,000

Percentage

$0 - $5,000,000: 1.15% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $30,000,000: 0.50% $30,000,000+: 0.40%

Project-based

Planning and consulting fees may be negotiated on an hourly basis; fees generally range from $10,000 to $50,000 (fixed or hourly basis)

Other

Account minimum: $10,000,000 Minimum fee: Generally requires an annual minimum fee of $15,000 for investment management services Fee-only: Fee-only basis for discretionary investment advisory services; no commission accepted

Main office location

Harbour Capital Advisors, LLC

1595 Spring Hill Road, Suite 305

Tysons Corner VA 22182, United States

Number of offices

1

Most active in

California · Florida · Maryland · New York · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Michael E

CFA®

Tysons Corner, VA

Harbour Capital Advisors, LLC

Michael Elliott is a CFA® charterholder with one year of industry experience. He currently works at Harbour Capital Advisors, LLC, where he has been part of the team since 2024. His prior experience includes roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, offering discretionary investment management alongside family office, financial planning, and foundation advisory services. The firm employs a core-satellite investment approach and provides access to a range of alternative investments and integrated family office services.

Wealth management Family Business Business succession planning Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Established Professionals
user avatar

Nicholas B

Series 63, Series 65, Series 66

Tysons Corner, VA

Harbour Capital Advisors, LLC

Nicholas Bundy is a financial advisor at Harbour Capital Advisors, LLC with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Harbour Capital Advisors since 2021, following a twelve-year tenure at New Century Advisors. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. The firm employs a core-satellite investment model and offers integrated services including private fund advisory, family governance, and bespoke liquidity and tax-planning coordination.

Wealth management Family Business Business succession planning Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Established Professionals
user avatar

Thomas K

CFA®, Series 63

Tysons Corner, VA

Harbour Capital Advisors, LLC

Thomas Kim is a CFA® charterholder with 14 years of industry experience. He has been with Harbour Capital Advisors, LLC since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. Harbour Capital Advisors manages approximately $665.6 million in assets for about 60 clients, employing a core-satellite investment model with a focus on integrated family office services and private fund advisory roles.

Wealth management Family Business Business succession planning Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Established Professionals
user avatar

Elizabeth D

Series 63, Series 66

Tysons Corner, VA

Harbour Capital Advisors, LLC

Elizabeth Duff is a financial advisor at Harbour Capital Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Harbour Capital Advisors since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management along with family office, financial planning, and foundation advisory services. Harbour Capital employs a core-satellite investment approach and offers integrated family office services and foundation administration, distinguishing its offerings from standard portfolio-only advisers.

Wealth management Family Business Business succession planning Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Established Professionals
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