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BULL HARBOR CAPITAL LLC.
CRD 324995File 801-127531
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$354.8M
Below cohort median (national)
Discretionary AUM
$354.8M
Clients
426
424 accounts
Employees
43
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 30, 2023
- Principal office
- 7101 WISCONSIN AVENUE, SUITE 1202, BETHESDA, MD, 20814
- Phone
- 804-965-5408
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $354.8M
- Discretionary AUM
- $354.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 424
- Non-discretionary accounts
- 0
- Total accounts
- 424
- AUM per client
- $833K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $3.0M |
| High net worth individuals | 128 | $106.8M |
| Pension and profit sharing plans | 1 | $145K |
| Individuals (other than high net worth individuals) | 293 | $245.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.

