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Bull Harbor Capital Llc.

Bull Harbor Capital Llc.. CRD 324995

Bull Harbor Capital Llc. logo

CRD: 324995

Bull Harbor Capital Llc.

Bethesda, MD, 20814
8049655408
www.bullharborcapital.com
$354.8M Total AUM
$354.8M Disc. AUM
-- 3Y CAGR
43 Employees
426 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Assetmark · Axos · Charles Schwab & Company · Fidelity/NFS · Pershing
Clients
Retail and Institutional
Platforms
Value timberFusion zenith +more
Established Date
03-30-2023
Office Locations
23

Office Locations

1050 Crown Pointe Pkwy STE 500 Atlanta GA
1801 East Ninth Street Suite 1600 Cleveland OH
21093 NYS Route 12F Watertown NY

About Bull Harbor Capital Llc.

Bull Harbor Capital is an independent, fee-only SEC-registered RIA providing global investment management and wealth counsel for high-net-worth individuals, families, business owners, and institutional clients. The team integrates tax-aware decision-making, offers alternative and private investment access through its CIO, and emphasizes rigorous due diligence and clear, customized reporting. Shares regular market outlook updates and analysis.

Team overview

46 AVG AGE
$12.7M AVG AUM / ADVISOR
$833.0K AVG AUM / CLIENT
2.1 yrs AVG TENURE
43 Employees
28 Advisory Reps
32 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Unison Meridian Wave Oak prime Value ridge Peak Legacy prime Wave Delta Matrix

Client Personas

Crest timber Horizon zenith Ember prime

Custodian

Element ember Vital ember Delta Peak Insight Peak eagle Bridge Timber catalyst Delta Vector

Investment Themes

Bridge Harbor Zenith Ridge timber Timber zenith

Investment Vehicles

Oak vector

Platform

Crest legacy Legacy

Services

Vector Focus Delta Capital Ridge Focus Element ridge Optima Delta peak Crest Value glacier

Technology

Eagle radial Timber Bridge vital Legacy ember

Owner & Executives

KENNETH ROSS BRODKOWITZ

KENNETH ROSS BRODKOWITZ

Chief Investment Officer

CRD
#2632666
Ownership
5% but less than 10%
(649) 298-1713
unison.harbor@meridiancapital.com
in linkedin.com/in/ridge-summit
ROBERT JOSEPH HERMAN

ROBERT JOSEPH HERMAN

Chairman

CRD
#3132466
Ownership
5% but less than 10%
(253) 754-4509
crest.capital@oakcapital.com
in linkedin.com/in/fusion-eagle
C

Crest legacy

Glacier summit

CRD
#45936
Ownership
39.6%
(320) 202-5566
catalyst.vertex@bridgecapital.com
in linkedin.com/in/frontier-crest

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Contacts

VINCENT MICHAEL D ADDONA

VINCENT MICHAEL D ADDONA

Wealth Management Advisor

CRD
#1005100
(648) 216-7047
pioneer.signal@foundationcapital.com
in linkedin.com/in/meridian-value
MIE HIGASHIMORI FIELD

MIE HIGASHIMORI FIELD

Financial Advisor

CRD
#7323528
(678) 767-8226
ember.pioneer@deltacapital.com
in linkedin.com/in/focus-momentum
M

Momentum catalyst

Focus momentum

CRD
#58900
(487) 540-9848
bridge.harbor@vertexcapital.com
in linkedin.com/in/element-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-28-2024
08-26-2025
05-01-2026
Category Assets AVG. Account size
Discretionary $354,845,384 $836,899
Non-Discretionary $0 --
Total $354,845,384 $836,899

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Separately Managed Accounts

Total SMA Asset: $354,845,384

$354.8M Total SMA
Public Funds:
24.8%
Equity - Exchange:
30.1%
Cash:
20.0%
Equity - OTC:
25.1%
Asset class Assets Assets %
Public Funds $1,767,129,476 24.8%
Equity - Exchange $2,144,782,147 30.1%
Cash $1,425,104,416 20.0%
Equity - OTC $1,788,506,043 25.1%
Total $7,125,522,082 100.0%

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