Harlan Financial LLC

Overview

Harlan Financial LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers and educational workshops. Its stated fee structure includes percentage-of-AUM billing plus the option of hourly or fixed fees. Investment activity centers on publicly traded equity exposure — the firm’s filings show a clear preference for exchange-traded equities as the primary asset sleeve. Harlan Financial also sources third-party alternative managers and uses annuities and mutual funds as part of client solutions. The firm does not identify as an active ESG investor and is not documented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices