$132.9M Total AUM
$132.9M Disc. AUM
-- 3Y CAGR
1 Employees
111 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 02-01-2005
- Office Locations
- 1
Office Locations
-- Dallas TX
About Harlow Capital Management LLC
Harlow Capital Management is a Dallas-based RIA providing customized financial planning and discretionary portfolio management. The firm builds equity portfolios through bottom-up stock selection, sector diversification, and fundamental research, using a classic value discipline focused on earnings, free cash flow, dividends, and buybacks. Investment decisions are made entirely in-house by its investment team, led by President and CCO Colby Harlow.
Team overview
46 AVG AGE
$132.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Asset Classes
Quantum matrix Radial Ridge
Client Personas
Quantum
Investment Themes
Atlas
Investment Vehicles
Ridge wave Catalyst radial
Services
Quantum Summit alpha Beacon Bridge
Technology
Timber
Owner & Executives
C
COLBY LYNN HARLOW
Chief Compliance Officer, President
- CRD
- #3206186
- Ownership
- 75% or more
(898) 966-9281
legacy.summit@unisoncapital.com
in linkedin.com/in/frontier-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,865,204 | $805,244 |
| Non-Discretionary | $0 | -- |
| Total | $132,865,204 | $805,244 |
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Separately Managed Accounts
Total SMA Asset: $124,631,771
Equity - Exchange:
31.0% U.S. Government/Agency:
13.1% Private Funds:
7.8% Public Funds:
27.1% Cash:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,802,445,723 | 31.0% |
| U.S. Government/Agency | $761,678,676 | 13.1% |
| Private Funds | $453,518,601 | 7.8% |
| Public Funds | $1,575,686,422 | 27.1% |
| Cash | $1,221,011,619 | 21.0% |
| Total | $5,814,341,041 | 100.0% |