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BULL HARBOR CAPITAL LLC.
CRD 324995 · SEC 801-127531
7101 WISCONSIN AVENUE, SUITE 1202, BETHESDA, MD, 20814, United States
Phone
804-965-5408
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$354.8M
Discretionary AUM
$354.8M
Team
43 total employees; 28 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 293 | $245.0M |
| High net worth individuals | 128 | $106.8M |
| Pension/profit sharing plans | 1 | $145K |
| Corporations/business entities | 4 | $3.0M |
States served
AZ, AR, CA, CO, DE, DC, GA, IL, IN, IA, KY, MD, MA, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/classic-capital-management/
- https://www.coachweldon.com/
- https://www.klcapitalco.com/
- https://www.classiccapitalmgmt.com/
- https://www.valentwealth.com/
- https://www.timgottus.com/
- https://www.linkedin.com/kl-capital-co
- https://www.linkedin.com/classic-capital-management
- https://www.bullharborcapital.com
- https://www.linkedin.com/company/bull-harbor-capital
Official SEC filing: View on IAPD