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- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Robin Hrair-Ziad Wehbe
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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