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HARBOUR CAPITAL ADVISORS, LLC
CRD 157266File 801-77679
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Mar 1, 2026 | Clients | 60 | 55 | decreased by5 |
| Mar 1, 2026 | AUM | $665,628,279 | $701,078,839 | increased by$35,450,560 |
| Mar 1, 2026 | Accounts | 430 | 413 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 55 | 60 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $578,145,484 | $665,628,279 | increased by$87,482,795 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 280 | 430 | increased by150 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 50 | 55 | increased by5 |
| Apr 1, 2022 | AUM | $474,797,693 | $578,145,484 | increased by$103,347,791 |
| Apr 1, 2022 | Accounts | 251 | 280 | increased by29 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARBOUR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARBOUR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.