Harbour Capital Advisors, LLC
Firm details
- Headquarters
- Tysons, Virginia
- CRD number
- 157266
- Registered since
- March 1, 2013
- Website
- harbourcapitaladvisors.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Harbour Capital Advisors, LLC is an independent, owner-operated RIA organized as an LLC that registered with the SEC in 2013. The firm acts as a capital allocator for a client base focused on individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Harbour identifies as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment approach.
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 Equities60%
- Public Funds/Mutual Funds13%
- Private Funds9%
- State & Local Bonds8%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 3
Elizabeth Duff
COO & Managing PartnerCRD 3016285
Thomas Kim
Managing Partner and Chief Investment OfficerCRD 2311662
Marcus Ware
Chief Compliance OfficerCRD 6017195
Contacts
3 of 3Kevin Hennessy
Managing DirectorCRD 4361475
Nicholas Bundy
Portfolio ManagerCRD 5142302
Michael Elliott
Associate Portfolio ManagerCRD 7116367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$103M in ETFs
100%
$103M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $14.9M | 153,679 | 14.51% |
Location
Tysons, VA
Fairfax
Location
Tysons, VA
Headquartered in Tysons, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1595 Spring Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
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