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HARBOUR CAPITAL ADVISORS, LLC
CRD 157266File 801-77679
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$701.1M
Above cohort median (national)
Discretionary AUM
$668.3M
Non-discretionary $32.7M
Clients
55
413 accounts
Employees
11
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 1, 2013
- Principal office
- 1595 SPRING HILL ROAD, SUITE 305, TYSONS CORNER, VA, 22182
- Phone
- 703-992-6164
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $701.1M
- Discretionary AUM
- $668.3M
- Non-discretionary AUM
- $32.7M
- Discretionary accounts
- 340
- Non-discretionary accounts
- 73
- Total accounts
- 413
- AUM per client
- $12.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $701.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.