A complete list of active advisors currently associated with Hara Capital LLC

Warmer can help you find a great advisor at Hara Capital LLC or one who fits your needs even better.

Hara Capital provides customized portfolio and asset management to individuals (including high‑net‑worth clients), trusts and estates, and corporations or business entities, including charitable foundations. Services are offered on a discretionary or non‑discretionary basis and include financial planning only when delivered alongside portfolio management; the firm generally applies a $5 million account guideline, which may be waived in certain situations. The firm’s investment process is fundamentally oriented and emphasizes cash‑flow analysis, a Quality‑Value framework (evaluating profit, asset value and risk), and Capital Cycle Analysis to assess industry capital deployment and competitive dynamics. Portfolios are implemented primarily with equities, ETFs and fixed income—including non‑U.S. securities—and may include allocations to less liquid investments such as private placements when appropriate. Notably, Hara explicitly accepts charitable foundations and other corporate entities in its client mix, a feature that is less common among peers, and reports managing nearly all assets on a discretionary basis (about $189 million across 33 client relationships). The firm typically directs custody to Charles Schwab Advisor Services and discloses receipt of non‑monetary support from that custodian; it also documents that personnel often invest alongside clients and maintains a Code of Ethics to address potential conflicts.

To learn more about the advisors currently working at Hara Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.