This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
About Harmony Capital Advisors, LLC
Harmony Capital Advisors, LLC is a Rye, NH investment adviser focused on asset management and financial planning for retail clients, including entrepreneurs. Portfolios emphasize ETFs (with some cash) and asset allocation/risk management, with exposure themes noted across alternatives, ESG/impact, and real assets. The firm is led by its President/CIO/CCO, Robin Hrair-Ziad Wehbe, and reports Interactive Brokers as a custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 3 clients, or 1.5 clients per representative. That equates to $733.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Harmony Capital Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Harmony Capital Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Robin Hrair-Ziad Wehbe
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Harmony Capital Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.