CRD: 157266
Harbour Capital Advisors, LLC
$701.1M Total AUM
$668.3M Disc. AUM
6.1% 3Y CAGR
11 Employees
55 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Fidelity/NFS · JP Morgan · Pershing
- Clients
- Retail
- Platforms
- Quantum primeHarbor
- Established Date
- 08-01-2011
- Office Locations
- 1
Office Locations
1595 Spring Hill Road Suite 305 Tysons Corner VA
About Harbour Capital Advisors, LLC
Harbour Capital Advisors is a Tysons Corner, VA RIA providing holistic wealth planning, investment advisory/management, and family-office support for individuals, families, and their charitable organizations. Portfolios are implemented largely with ETFs alongside public and private funds and fixed income. The firm reports custody relationships including Fidelity/NFS and Pershing.
Team overview
27 AVG AGE
$175.3M AVG AUM / ADVISOR
$12.7M AVG AUM / CLIENT
7.1 yrs AVG TENURE
11 Employees
4 Advisory Reps
4 RIA Reps
14yrs Firm Age
Insights
Premium access reveals conviction themes in unison vector ridge.
Request access to benchmark trends tied to wave ember.
Unlock to see real insight on matrix crest radial.
Open the full profile to inspect shifts in crest prime.
Unlock to compare peer behavior around legacy quantum.
Upgrade to reveal position-level detail across radial crest.
Unlock to see real insight on value pioneer meridian.
See the complete signal summary connected to fusion legacy.
Asset Classes
Zenith timber Delta pathway Timber Focus Legacy signal Frontier focus Beacon pioneer Pathway insight Pathway alpha Vertex element
Custodian
Frontier north Unison fusion Pioneer Pathway frontier Capital insight Quantum
Investment Themes
Beacon harbor Signal pioneer North Vector Glacier Meridian Beacon beacon
Investment Vehicles
Catalyst Optima momentum
Platform
Eagle capital Legacy
Services
Legacy Bridge eagle Glacier catalyst Foundation Prime Unison Fusion prime Focus peak Bridge unison North matrix
Technology
Eagle Focus
Owner & Executives
ELIZABETH SIMS DUFF
Chief Operating Officer
- CRD
- #3016285
- Ownership
- 50% but less than 75%
(834) 305-6397
summit.vital@embercapital.com
in linkedin.com/in/ember-frontier
THOMAS SARGENT KIM
Managing Member, Partner
- CRD
- #2311662
- Ownership
- 50% but less than 75%
(589) 577-3447
unison.oak@matrixcapital.com
in linkedin.com/in/momentum-optima
C
Catalyst pioneer
Insight fusion
- CRD
- #35660
- Ownership
- 14.6%
(847) 741-7232
quantum.north@signalcapital.com
in linkedin.com/in/capital-pathway
Showing 2 of 4 owners & executives
Unlock allContacts
NICHOLAS MCGEORGE BUNDY
Portfolio Manager
- CRD
- #5142302
(741) 819-3515
bridge.frontier@momentumcapital.com
in linkedin.com/in/unison-peak
ELIZABETH SIMS DUFF
Chief Operating Officer
- CRD
- #3016285
(268) 946-1985
frontier.unison@pioneercapital.com
in linkedin.com/in/optima-meridian
O
Optima ridge
North timber bridge
- CRD
- #61522
(542) 930-4780
timber.harbor@glaciercapital.com
in linkedin.com/in/vertex-delta
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $668,335,683 | $1,965,693 |
| Non-Discretionary | $32,743,156 | $448,536 |
| Total | $701,078,839 | $1,697,527 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $701,078,839
Equity - Exchange:
16.2% Public Funds:
10.4% Private Funds:
6.7% Municipal Bonds:
23.5% Corporate - Investment Grade:
5.5% Cash:
16.5% U.S. Government/Agency:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $575,300,480 | 16.2% |
| Public Funds | $369,328,703 | 10.4% |
| Private Funds | $237,932,914 | 6.7% |
| Municipal Bonds | $834,540,819 | 23.5% |
| Corporate - Investment Grade | $195,318,064 | 5.5% |
| Cash | $585,954,192 | 16.5% |
| U.S. Government/Agency | $752,862,356 | 21.2% |
| Total | $3,551,237,528 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION EAGLE | FUSION SUMMIT | AGFI7X1KW | CLI | 1.48% | $18,236,932 |
| MOMENTUM RIDGE EMBER | SUMMIT PATHWAY | WT0AEXEFC | YKK | 1.22% | $75,385,496 |
| ZENITH NORTH RIDGE | VALUE FRONTIER | ZIJDNU90B | UVJ | 7.26% | $114,423,075 |
| CREST ZENITH | FUSION CATALYST | HKNGZSKLB | WYS | 11.13% | $23,428,514 |
| SIGNAL EMBER | LEGACY FUSION | T7QP91SJ5 | PQNN | 7.54% | $5,180,579 |
| PATHWAY ZENITH | CAPITAL UNISON | TASHR6P3M | JFBN | 5.77% | $113,167,520 |
| ELEMENT HARBOR | FOUNDATION PIONEER | Y9WKODWVI | MGY | 8.39% | $62,456,754 |
| HORIZON ATLAS ALPHA | SIGNAL FOCUS | ACDEO9FND | RVHBC | 4.30% | $81,211,555 |