$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- WaveHarbor summit
- Established Date
- 08-13-2008
- Office Locations
- 1
Office Locations
-- Carlsbad CA
About Harnett Investment Advisers LLC
Harnett Investment Advisers is an independent RIA providing individually tailored, well-diversified portfolio management for families, businesses, and institutions, grounded in disciplined research and ongoing account oversight. Portfolios commonly use ETFs alongside U.S. government and municipal bonds and cash allocations, with custody support including Charles Schwab.
Team overview
-- AVG AGE
$35.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
18 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Oak delta Pathway
Client Personas
Timber
Custodian
Fusion eagle Eagle Matrix
Investment Themes
Horizon eagle Crest capital Glacier prime
Investment Vehicles
Oak vertex Peak vertex
Services
North element Pioneer Alpha Alpha horizon Optima
Technology
Bridge meridian Harbor
Owner & Executives
MICHAEL KEITH HARNETT
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #2873218
- Ownership
- 75% or more
(803) 916-8299
summit.prime@unisoncapital.com
in linkedin.com/in/unison-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,000,000
Equity - Exchange:
23.9% U.S. Government/Agency:
14.2% Cash:
25.8% Equity - OTC:
16.0% Municipal Bonds:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,600,103,280 | 23.9% |
| U.S. Government/Agency | $950,688,978 | 14.2% |
| Cash | $1,727,308,143 | 25.8% |
| Equity - OTC | $1,071,198,848 | 16.0% |
| Municipal Bonds | $1,345,693,553 | 20.1% |
| Total | $6,694,992,802 | 100.0% |