{
  "crd_number": 324995,
  "slug": "bull-harbor-capital-llc-bethesda-md-324995",
  "primary_business_name": "BULL HARBOR CAPITAL LLC.",
  "legal_name": "BULL HARBOR CAPITAL LLC.",
  "dbas": [
    "CLASSIC CAPITAL MANAGEMENT",
    "KL CAPITAL",
    "VALENT WEALTH",
    "WELDON AND WELDON FINANCIAL COACHING"
  ],
  "city": "Bethesda",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-03-30",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-01",
  "carried_forward": false,
  "raum_total": 354845384.0,
  "raum_discretionary": 354845384.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 43,
  "advisory_employees": 28,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 244961058.0,
      "count": 293
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 144952.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 106755810.0,
      "count": 128
    },
    "corporations_other_businesses": {
      "raum": 2983564.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KY",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://bullharborcapital.com",
    "https://classiccapitalmgmt.com",
    "https://coachweldon.com",
    "https://klcapitalco.com",
    "https://linkedin.com/classic-capital-management",
    "https://linkedin.com/company/bull-harbor-capital",
    "https://linkedin.com/company/classic-capital-management",
    "https://linkedin.com/kl-capital-co",
    "https://timgottus.com",
    "https://valentwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324995",
  "city_as_filed": "BETHESDA",
  "url": "https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995",
  "display_name": "Bull Harbor Capital LLC.",
  "summary": "Bull Harbor Capital LLC. is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.",
  "citation": "AdvisorCensus. Bull Harbor Capital LLC. (CRD 324995): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bull Harbor Capital LLC. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bull Harbor Capital LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bull Harbor Capital LLC. located?",
      "a": "Bull Harbor Capital LLC.'s principal office is in Bethesda, MD, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bull Harbor Capital LLC. registered with the SEC or a state?",
      "a": "Bull Harbor Capital LLC. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324995."
    },
    {
      "q": "How much does Bull Harbor Capital LLC. manage?",
      "a": "Bull Harbor Capital LLC. reports $354,845,384 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bull Harbor Capital LLC.'s assets and staff changed since 2023?",
      "a": "In the Form ADV data for Bull Harbor Capital LLC.: Regulatory assets under management: $0 in the October 2023 data and $354,845,384 in the October 2026 data. Total employees: 11 in October 2023 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bull Harbor Capital LLC. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (293); high net worth individuals (128); corporations or other businesses not listed above (4)."
    },
    {
      "q": "Which custodians does Bull Harbor Capital LLC. use?",
      "a": "Bull Harbor Capital LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark, Axos Clearing LLC, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bull Harbor Capital LLC. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324995"
    },
    {
      "q": "What changed in Bull Harbor Capital LLC.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 16 to 28."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 11,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 173912114.0,
      "total_employees": 21,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 343999497.0,
      "total_employees": 21,
      "filing_date": "2025-05-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 354845384.0,
      "total_employees": 43,
      "filing_date": "2026-05-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 28."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Weldon and Weldon Financial Coaching.",
        "Added the business name KL Capital.",
        "Added the business name Classic Capital Management.",
        "No longer lists an office in Watertown, NY.",
        "Registered or notice-filed in DC, KY, WI, WY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in DE, IA, NM, UT."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Assetmark",
      "name_as_filed": "ASSETMARK",
      "affiliated": false
    },
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 293,
      "fewer_than_5": false,
      "raum": 244961058.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 128,
      "fewer_than_5": false,
      "raum": 106755810.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 144952.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 2983564.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324995",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}