AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Texas / Dallas / Harlow Capital Management LLC

Harlow Capital Management LLC

Dallas, TXSEC-registered investment adviserCRD 133918

Filed as HARLOW CAPITAL MANAGEMENT LLC

Harlow Capital Management LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

0 years
registered since 2026
$132,865,204
assets under management
5 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Harlow Capital Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Harlow Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; performance-based fees; other.

Where is Harlow Capital Management LLC located?

Harlow Capital Management LLC's principal office is in Dallas, TX, according to its Form ADV.

Is Harlow Capital Management LLC registered with the SEC or a state?

Harlow Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 133918.

How much does Harlow Capital Management LLC manage?

Harlow Capital Management LLC reports $132,865,204 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

What types of clients does Harlow Capital Management LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (78); individuals (other than high net worth individuals) (22); charitable organizations (7).

Which custodians does Harlow Capital Management LLC use?

Harlow Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Harlow Capital Management 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/133918

What changed in Harlow Capital Management LLC's recent Form ADV filings?

In the June 2026 filing data: Newly registered with the SEC.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated May 6, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$132,865,204

$132,865,204 as of October 2026, filing dated August 28, 2026.

Discretionary: $132,865,204.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 22 Assets $4,059,921 (3%)
High net worth individuals
Clients 78 Assets $114,886,339 (86%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $8,233,433 (6%)
Charitable organizations
Clients 7 Assets $5,328,123 (4%)
Corporations or other businesses not listed above
Clients 1 Assets $357,388 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2026 (0 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
1 state or jurisdiction
TX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. June 2026
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
harlow-capital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Harlow Capital Management LLC (CRD 133918): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/harlow-capital-management-llc-dallas-tx-133918