# Harmonic Investment Advisors

> Harmonic Investment Advisors is a state-registered investment advisory firm, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2025.

- CRD: 148950
- Filed as: HARMONIC INVESTMENT ADVISORS
- Legal name: Harmonic Investment Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: March 31, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148950
- AdvisorCensus page: https://advisorcensus.com/firm/harmonic-investment-advisors-148950

## Quick answers

**How is Harmonic Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Harmonic Investment Advisors reports these compensation arrangements: a percentage of assets under its management.

**Is Harmonic Investment Advisors registered with the SEC or a state?**
Harmonic Investment Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148950.

**How much does Harmonic Investment Advisors manage?**
Harmonic Investment Advisors reports $18,909,701 in regulatory assets under management in its Form ADV filing dated March 31, 2025 (100% discretionary).

**What types of clients does Harmonic Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); charitable organizations (3).

**Does Harmonic Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148950

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $18,909,701
- Discretionary: $18,909,701
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $16,466,594 |
| Charitable organizations | 3 | $2,443,107 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harmonicadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harmonic Investment Advisors (CRD 148950): Form ADV filing data as of October 2026.