A complete list of active advisors currently associated with Harbor Light Capital LLC

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

Harbor Light Capital provides personalized investment advisory and financial consulting to individuals and families, offering both non‑discretionary flat‑fee consultative programs and a discretionary private investment management program. The firm is newly formed and, as of the brochure date, reported no client assets under management. Its investment approach blends fundamental and technical analysis with modern portfolio theory, quantitative screening, and risk‑based suitability modeling, and strategies are implemented through individual securities, mutual funds, and ETFs. The firm also uses tactical asset allocation tools—including a 50‑week simple moving average—and may employ options to shape risk and return, while excluding cryptocurrencies from its offerings. Notably, the firm devotes a measurable portion of business time to public financial education, offering free seminars and workshops on topics such as investing and retirement planning. The principal’s background is nontraditional for the industry—limited formal higher education and several years of self‑directed market study prior to forming the firm—which may be a consideration for prospective clients assessing experience and service focus.

To learn more about the advisors currently working at Harbor Light 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.