# Harbour Capital Advisors, LLC

> 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.

- CRD: 157266
- Filed as: HARBOUR CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tysons Corner, VA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157266
- AdvisorCensus page: https://advisorcensus.com/firm/harbour-capital-advisors-llc-tysons-corner-va-157266

## Quick answers

**How is Harbour Capital Advisors, LLC compensated?**
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).

**What does Harbour Capital Advisors, LLC's brochure say about its fees?**
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.

**Where is Harbour Capital Advisors, LLC located?**
Harbour Capital Advisors, LLC's principal office is in Tysons Corner, VA, according to its Form ADV.

**Is Harbour Capital Advisors, LLC registered with the SEC or a state?**
Harbour Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 157266.

**How much does Harbour Capital Advisors, LLC manage?**
Harbour Capital Advisors, LLC reports $701,078,839 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (95% discretionary).

**How have Harbour Capital Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Harbour Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55).

**Which custodians does Harbour Capital Advisors, LLC use?**
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.

**Does Harbour Capital Advisors, 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/157266

**What changed in Harbour Capital Advisors, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Asset-based fee: 0.4% to 1.15% a year (a range, as the brochure states it)

> 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%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- 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: $701,078,839
- Discretionary: $668,335,683
- Non-discretionary: $32,743,156

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 55 | $701,078,839 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 11 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MD, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harbourcapitaladvisors.com
- LinkedIn @HARBOUR-CAPITAL-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $474,797,693 | 9 | March 25, 2021 |
| October 2022 | $578,145,484 | 11 | June 29, 2022 |
| October 2023 | $507,422,918 | 11 | March 24, 2023 |
| October 2024 | $579,736,993 | 10 | March 27, 2024 |
| October 2025 | $665,628,279 | 12 | March 18, 2025 |
| October 2026 | $701,078,839 | 11 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 4.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in DC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harbour Capital Advisors, LLC (CRD 157266): Form ADV filing data as of October 2026.
