# Harmony Capital Advisors, LLC

> Harmony Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 325141
- Filed as: HARMONY CAPITAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Hampshire
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325141
- AdvisorCensus page: https://advisorcensus.com/firm/harmony-capital-advisors-llc-325141

## Quick answers

**How is Harmony Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harmony Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Harmony Capital Advisors, LLC registered with the SEC or a state?**
Harmony Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 325141.

**How much does Harmony Capital Advisors, LLC manage?**
Harmony Capital Advisors, LLC reports $2,200,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Harmony Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).

**Does Harmony 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325141

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,200,000
- Discretionary: $2,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $2,200,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harmonycapitaladvisors.com
- LinkedIn @harmony-capital-advisors
- YouTube @HarmonyCapitalAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | January 26, 2023 |
| October 2026 | $2,200,000 | 2 | March 26, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harmony Capital Advisors, LLC (CRD 325141): Form ADV filing data as of October 2026.