Hara Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 315108
- Registered since
- May 26, 2023
- Website
- www.haracapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.08%
- Charitable Organizations6.62%
- Individuals1.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hara Capital LLC is an independently owned registered investment adviser operating as an LLC and registered with the SEC in 2023. The firm serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its primary advisory services are financial planning and discretionary portfolio management for individuals and small businesses. Hara Capital is not structured as a capital allocator or pension consultant and does not report active ESG investing or multi-state advisory operations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Robert Dainard
Portfolio ManagerCRD 5134319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$29.7M in ETFs
85%
$25.3M
6%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $4.7M | 79,120 | 15.69% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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