Haron Capital Management, LLC logo

Haron Capital Management, LLC

Updated today

Client assets under management

$44,257,857

Clients

38

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

19

Very Low

Average account size

$1,164,680

About

Haron Capital Management provides discretionary portfolio management and retirement-related advisory services primarily to high‑net‑worth individuals, offering ongoing supervision of accounts invested mainly in equities, exchange‑traded funds and legacy mutual fund positions. The firm also provides educational guidance for retirement plan participants considering rollovers to IRA advisory accounts.

The firm follows a value‑oriented, dividend‑growth focus, emphasizing companies with long histories of consecutive dividend increases and constructing concentrated core holdings drawn from a broader universe of dividend growers. Investment decisions blend fundamental, behavioral, technical/charting and cyclical analysis and may include short‑term trading; the firm’s investable universe extends beyond traditional equities and ETFs to include crypto assets, NFTs and other complex or volatility‑linked products.

What distinguishes Haron from many peers is its combination of a boutique, small‑team practice with a concentrated, dividend/value investment discipline and the use of performance‑based compensation arrangements — an uncommon fee model for firms of this size. The firm’s willingness to trade or allocate to complex products and crypto‑related assets alongside a dividend‑oriented core is also atypical for a small advisor focused on high‑net‑worth clients.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Performance-based

20.00% of capital appreciation based on a 50-quarter high-water mark

Other

Account minimum: $1,000,000

Main office location

Haron Capital Management, LLC

Cape Canaveral FL, United States

Number of offices

1

Most active in

Florida · New York · Puerto Rico · Texas

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

Magid B

Series 65

San Juan, PR

Haron Capital Management, LLC

Magid Baina is a financial advisor at Haron Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Haron Capital since 2021. In addition to his advisory role, he operates as a nutritional consultant through his self-employed business. Haron Capital Management provides discretionary portfolio management and investment advice primarily to high-net-worth, accredited individuals. The firm employs a value-oriented, dividend-growth strategy combined with a range of analytical techniques and offers performance-based compensation arrangements, managing approximately $52 million for a select client base.

Active portfolio management Concentrated stock management
user avatar

Joshua H

Series 63, Series 66

Cape Canaveral, FL

Haron Capital Management, LLC

Joshua Haron is a financial advisor with Haron Capital Management, LLC in Cape Canaveral, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to founding Haron Capital Management in 2018, he worked at Bank of America and Merrill Lynch from 2012 to 2018. Haron Capital Management provides discretionary portfolio management and investment advice primarily to high-net-worth, accredited individuals. The firm employs a value-oriented, dividend-growth investment approach and uses a range of instruments, including leveraged ETFs, crypto assets, and NFTs, while offering performance-based compensation arrangements uncommon among its peers.

Active portfolio management Concentrated stock management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")