A complete list of active advisors currently associated with Harman Investment Advisors
Warmer can help you find a great advisor at Harman Investment Advisors or one who fits your needs even better.
Harman Investment Advisors is a state-registered, single-advisor firm that provides discretionary, separately managed account services to both individual and institutional clients, including pension and profit-sharing plans, charitable organizations, and municipal entities. The brochure reports the firm managed approximately $3.27 million as of December 31, 2024 and delivers ongoing portfolio oversight across U.S. equities, select fixed-income instruments, mutual funds, and cash equivalents. The firm describes a value-oriented, all‑capitalization equity approach with two published strategies — a concentrated Core Equity I product and a Telecommunications and Utilities equity‑income approach — combining fundamental analysis with quantitative/statistical screening and mean‑reversion concepts. Portfolios are actively managed and intentionally concentrated (typically holding about 20–30 issues in Core Equity I and 30–40 in the Telecom & Utilities approach), with industry overweighting, target prices, and margin‑of‑safety limits guiding buy and sell decisions. What is noteworthy is that, despite its solo advisor structure and modest assets under management, the firm expressly serves institutional clients (pension plans, non‑ERISA plans and municipal entities), a service mix that is relatively uncommon among independent single‑advisor firms. It also operates through separately managed account and dual‑contract arrangements with broker‑dealers, emphasizes ERISA cash‑flow considerations for plan accounts, and maintains a formal Code of Ethics tied to CFA Institute standards.
To learn more about the advisors currently working at Harman Investment Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Winnetka, IL
| 29
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)