A complete list of active advisors currently associated with Harper Asset Management, LLC

Warmer can help you find a great advisor at Harper Asset Management, LLC or one who fits your needs even better.

Harper Asset Management is a registered investment adviser that provides discretionary investment management and tailored advisory services to private individuals and high‑net‑worth clients. The firm manages separate accounts and charges asset‑based advisory fees, with billing and custody arrangements conducted through a qualified custodian. The firm manages client assets using composites and model portfolios, typically running equity sleeves of about 20–30 individual holdings alongside ETFs, mutual funds and fixed‑income models. Investment decisions are driven by fundamental, value‑oriented analysis and include screening methods such as 52‑week low lists; the firm notes it may invest in small and micro‑cap securities, which carry higher liquidity and volatility risk. Unlike many peers, the firm has had recent business relationships with another advisory entity (including a prior merger) and its principal holds a board position and material beneficial ownership in an OTC‑traded company (The Stephan Company, SPCO). The brochure discloses the compensation and potential conflict associated with that affiliation and describes measures to manage it, including restricting additional purchases of the security, excluding it from composites, and applying standard allocation and trading policies.

To learn more about the advisors currently working at Harper Asset Management, 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.