{
  "crd_number": 157266,
  "slug": "harbour-capital-advisors-llc-tysons-corner-va-157266",
  "primary_business_name": "HARBOUR CAPITAL ADVISORS, LLC",
  "legal_name": "HARBOUR CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "Tysons Corner",
  "state": "VA",
  "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": "2013-03-01",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 701078839.0,
  "raum_discretionary": 668335683.0,
  "raum_non_discretionary": 32743156.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 701078839.0,
      "count": 55
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MD",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://harbourcapitaladvisors.com",
    "https://linkedin.com/COMPANY/HARBOUR-CAPITAL-ADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157266",
  "city_as_filed": "TYSONS CORNER",
  "url": "https://advisorcensus.com/firm/harbour-capital-advisors-llc-tysons-corner-va-157266",
  "display_name": "Harbour Capital Advisors, LLC",
  "summary": "Harbour Capital Advisors, LLC is an SEC-registered investment advisory firm in Tysons Corner, VA, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Harbour Capital Advisors, LLC (CRD 157266): 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 pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Harbour Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Harbour Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Harbour Capital Advisors, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Asset-based fee: 0.4% to 1.15% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Harbour Capital Advisors, LLC located?",
      "a": "Harbour Capital Advisors, LLC's principal office is in Tysons Corner, VA, according to its Form ADV."
    },
    {
      "q": "Is Harbour Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Harbour Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 157266."
    },
    {
      "q": "How much does Harbour Capital Advisors, LLC manage?",
      "a": "Harbour Capital Advisors, LLC reports $701,078,839 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (95% discretionary)."
    },
    {
      "q": "How have Harbour Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Harbour Capital Advisors, LLC: Regulatory assets under management: $474,797,693 in the October 2021 data and $701,078,839 in the October 2026 data, up 48%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Harbour Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (55)."
    },
    {
      "q": "Which custodians does Harbour Capital Advisors, LLC use?",
      "a": "Harbour Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Harbour Capital Advisors, 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/157266"
    },
    {
      "q": "What changed in Harbour Capital Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 5 to 4. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 474797693.0,
      "total_employees": 9,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 578145484.0,
      "total_employees": 11,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 507422918.0,
      "total_employees": 11,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 579736993.0,
      "total_employees": 10,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 665628279.0,
      "total_employees": 12,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 701078839.0,
      "total_employees": 11,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in DC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.4% to 1.15% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.4% to 1.15% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Registrant’s annual investment advisory fee shall be based upon a percentage (%) of the market value of the assets placed under the Registrant’s management between 0.40% and 1.15%."
        ]
      }
    ],
    "quotes": [
      "The Registrant’s annual investment advisory fee shall be based upon a percentage (%) of the market value of the assets placed under the Registrant’s management between 0.40% and 1.15%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "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/harbour-capital-advisors-llc-tysons-corner-va-157266.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 701078839.0
    }
  ],
  "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/157266",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}