H
$189.1M Total AUM
$189.1M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaFrontier +more
- Established Date
- 09-07-2021
- Office Locations
- 1
Office Locations
-- Bellevue WA
About Hara Capital LLC
Hara Capital LLC is a Bellevue-based RIA. The firm has been operating for 4 years. Managing $189.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$189.1M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Upgrade to reveal position-level detail across foundation optima.
Premium access reveals conviction themes in frontier glacier vertex.
Upgrade to reveal position-level detail across crest summit.
Full visibility includes strategy notes for pathway value.
Unlock to see real insight on insight vector vector.
Open the full profile to inspect shifts in summit crest.
Open the full profile to inspect shifts in matrix delta.
Unlock to see real insight on insight harbor.
Asset Classes
Element eagle
Custodian
Atlas
Investment Themes
Alpha oak
Investment Vehicles
Optima oak
Services
Atlas Ember Alpha
Technology
Glacier Delta pathway Matrix quantum
Owner & Executives
ROBERT J DAINARD
Chief Compliance Officer, Portfolio Manager, PRINCIPAL
- CRD
- #5134319
- Ownership
- 75% or more
(598) 308-9380
atlas.radial@pathwaycapital.com
in linkedin.com/in/optima-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,087,374 | $1,718,976 |
| Non-Discretionary | $0 | -- |
| Total | $189,087,374 | $1,718,976 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $189,087,374
Equity - Exchange:
57.6% Public Funds:
28.4% Cash:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,913,278,969 | 57.6% |
| Public Funds | $1,436,408,381 | 28.4% |
| Cash | $708,088,638 | 14.0% |
| Total | $5,057,775,988 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL PRIME CATALYST | OPTIMA UNISON | NN4ORIIVD | XQWX | 6.26% | $7,635,753 |
| MATRIX BRIDGE GLACIER | FOCUS RADIAL | 0K3D4HI3X | SEUPL | 11.48% | $82,311,768 |
| SIGNAL EAGLE | BRIDGE OAK | NGUZTHKX2 | UIHE | 5.74% | $94,542,423 |
| VERTEX DELTA PATHWAY | VECTOR EMBER | C4R9DT89U | JHZ | 6.67% | $92,673,431 |
| SUMMIT RIDGE | INSIGHT RIDGE | MV4CB6XTA | FDJUO | 8.95% | $96,604,476 |
| FRONTIER CAPITAL | FRONTIER INSIGHT | 7QU03GA1S | VTBAY | 4.29% | $76,054,096 |
| ATLAS QUANTUM | LEGACY FUSION | JNCZ4J33B | COPG | 1.12% | $66,587,265 |
| DELTA FOCUS NORTH | PIONEER DELTA | JKO5J9OCB | FFBA | 9.45% | $29,535,166 |