# Bull Harbor Capital LLC.

> 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.

- CRD: 324995
- Filed as: BULL HARBOR CAPITAL LLC.
- Also doing business as: CLASSIC CAPITAL MANAGEMENT, KL CAPITAL, VALENT WEALTH, WELDON AND WELDON FINANCIAL COACHING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324995
- AdvisorCensus page: https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995

## Quick answers

**How is Bull Harbor Capital LLC. compensated?**
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.

**Where is Bull Harbor Capital LLC. located?**
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).

**Is Bull Harbor Capital LLC. registered with the SEC or a state?**
Bull Harbor Capital LLC. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324995.

**How much does Bull Harbor Capital LLC. manage?**
Bull Harbor Capital LLC. reports $354,845,384 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**How have Bull Harbor Capital LLC.'s assets and staff changed since 2023?**
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.

**What types of clients does Bull Harbor Capital LLC. serve?**
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).

**Which custodians does Bull Harbor Capital LLC. use?**
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.

**Does Bull Harbor Capital LLC. report any disciplinary disclosures?**
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

**What changed in Bull Harbor Capital LLC.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 28.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Assetmark
- Axos Clearing LLC
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $354,845,384
- Discretionary: $354,845,384
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 293 | $244,961,058 |
| High net worth individuals | 128 | $106,755,810 |
| Investment companies | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $144,952 |
| Corporations or other businesses not listed above | 4 | $2,983,564 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 43 total, 28 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Bethesda, MD

### Websites listed on Form ADV (Item 1.I)
- [bullharborcapital.com](https://bullharborcapital.com)
- [classiccapitalmgmt.com](https://classiccapitalmgmt.com)
- [coachweldon.com](https://coachweldon.com)
- [klcapitalco.com](https://klcapitalco.com)
- [timgottus.com](https://timgottus.com)
- [valentwealth.com](https://valentwealth.com)
- LinkedIn @classic-capital-management
- LinkedIn @bull-harbor-capital
- LinkedIn @classic-capital-management
- LinkedIn @kl-capital-co

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 11 | September 29, 2023 |
| October 2024 | $173,912,114 | 21 | August 28, 2024 |
| October 2025 | $343,999,497 | 21 | May 13, 2025 |
| October 2026 | $354,845,384 | 43 | May 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 28.

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- 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).

### December 2025
- Registered or notice-filed in DE, IA, NM, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bull Harbor Capital LLC. (CRD 324995): Form ADV filing data as of October 2026.