Harbour Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing roughly $701 million for about 55 clients through a four-advisor team. The firm does not serve non-high-net-worth individual clients and offers discretionary, fee-only investment management alongside financial planning and family office services, with family office services provided at no additional fee for clients with $10 million or more in assets.
The firm’s investment process is driven by customized investment policy statements, mean-variance optimization tools, and a core‑satellite implementation that manages liquid public securities internally while allocating satellite exposures to outside managers and alternative strategies. Harbour explicitly incorporates less-liquid and specialty vehicles into portfolios—structured notes, interval funds, private equity, venture capital, real estate and other alternatives—and also provides portfolio management for pooled vehicles and foundation assets when appropriate.
Noteworthy for a firm of its size, Harbour acts as a private fund adviser and is affiliated with two private equity funds (HCA‑CP6, LP and HCA‑CP7, LP), and it may recommend private fund allocations to qualified clients on a non‑discretionary basis, a practice that creates disclosed conflicts of interest. The firm pairs investment management with comprehensive wealth-transfer, philanthropy and family-governance services and offers specialized advisory work (e.g., foundation administration, private aviation analysis, debt and foreign-currency arranging) and uses AI tools under a documented policy.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning and consulting services offered on a fixed fee basis, generally beginning at $10,000
$0 - $5,000,000: 1.15% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $30,000,000: 0.50% $30,000,000+: 0.40%
Planning and consulting fees may be negotiated on an hourly basis; fees generally range from $10,000 to $50,000 (fixed or hourly basis)
Account minimum: $10,000,000 Minimum fee: Generally requires an annual minimum fee of $15,000 for investment management services Fee-only: Fee-only basis for discretionary investment advisory services; no commission accepted
Main office
1595 Spring Hill Road, Suite 305
Tysons Corner VA 22182
Advisors at this office
4
Most active in
California · Florida · Maryland · New York · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael E
CFA®
Tysons Corner, VA
Harbour Capital Advisors, LLC
Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.
Nicholas B
Series 63, Series 65, Series 66
Tysons Corner, VA
Harbour Capital Advisors, LLC
Nicholas Bundy is a financial advisor at Harbour Capital Advisors, LLC with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Harbour Capital Advisors since 2021, following a twelve-year tenure at New Century Advisors. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. The firm employs a core-satellite investment model and offers integrated services including private fund advisory, family governance, and bespoke liquidity and tax-planning coordination.
Thomas K
CFA®, Series 63
Tysons Corner, VA
Harbour Capital Advisors, LLC
Thomas Kim is a CFA® charterholder with 14 years of industry experience. He has been with Harbour Capital Advisors, LLC since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management alongside family office, financial planning, and foundation advisory services. Harbour Capital Advisors manages approximately $665.6 million in assets for about 60 clients, employing a core-satellite investment model with a focus on integrated family office services and private fund advisory roles.
Elizabeth D
Series 63, Series 66
Tysons Corner, VA
Harbour Capital Advisors, LLC
Elizabeth Duff is a financial advisor at Harbour Capital Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Harbour Capital Advisors since 2011. The firm serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management along with family office, financial planning, and foundation advisory services. Harbour Capital employs a core-satellite investment approach and offers integrated family office services and foundation administration, distinguishing its offerings from standard portfolio-only advisers.
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