$46.0M Total AUM
$46.0M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- DeltaEmber
- Established Date
- 01-24-2025
- Office Locations
- 1
Office Locations
-- Longmont CO
About Harper Asset Management, LLC
Harper Asset Management provides investment management, financial advisory, and financial planning for individuals and businesses. The firm uses a research-intensive, bottom-up process focused on loss avoidance and attractive total returns, investing primarily in individual equity and fixed income securities with a modern value, margin-of-safety discipline. Planning work coordinates with outside estate and tax professionals as needed.
Team overview
46 AVG AGE
$46.0M AVG AUM / ADVISOR
$630.8K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Vector matrix
Custodian
Bridge fusion Vital Eagle eagle
Services
Atlas vector Crest
Technology
Wave Focus
Owner & Executives
BRIAN JAMES HARPER
Chief Compliance Officer, President
- CRD
- #4010044
- Ownership
- 75% or more
(648) 496-9034
foundation.pioneer@zenithcapital.com
in linkedin.com/in/oak-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,046,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,046,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,046,000
Equity - Exchange:
13.7% U.S. Government/Agency:
16.0% Cash:
11.8% Public Funds:
16.5% Private Funds:
17.6% Corporate - Investment Grade:
12.0% Municipal Bonds:
12.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $264,934,431 | 13.7% |
| U.S. Government/Agency | $309,412,474 | 16.0% |
| Cash | $228,191,699 | 11.8% |
| Public Funds | $319,081,613 | 16.5% |
| Private Funds | $340,353,721 | 17.6% |
| Corporate - Investment Grade | $232,059,355 | 12.0% |
| Municipal Bonds | $239,794,667 | 12.4% |
| Total | $1,933,827,960 | 100.0% |