BULL HARBOR CAPITAL LLC.
Compensation Model
Compensation type disclosed on SEC Form ADV Item 5C. Filed 46143. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.
Conflict of Interest Analysis
Broker-Dealer Affiliated: No
No broker-dealer affiliation. Lower risk of commission-driven advice.
Insurance Licensed: Yes
This firm can sell insurance products (annuities, life insurance). This creates an incentive to recommend these products even when alternatives may be more appropriate.
Custody of Client Assets: No
Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.
Proprietary Products: No
Uses only third-party investment products. No proprietary product conflicts.
Regulatory & Disciplinary History
Clean Record
No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 3 years.
Firm Details
| Legal Name | BULL HARBOR CAPITAL LLC. |
| CRD Number | #324995 |
| SEC Registered | Yes |
| Registration Date | 2023-03-30 |
| States Registered | MD |
| Assets Under Management | $355M |
| Number of Clients | 28 |
| Employees | 43 |
| Compensation Type | fee-only |
| Last ADV Filing | 46143 |
Other Advisors in BETHESDA
POTOMAC
BETHESDA, MD · Since 1988
TORRAY INVESTMENT PARTNERS LLC
BETHESDA, MD · Since 1972
TRUMBOWER FINANCIAL ADVISORS LLC
BETHESDA, MD · Since 1996
Frequently Asked Questions
Is BULL HARBOR CAPITAL LLC. a fiduciary?
Yes. BULL HARBOR CAPITAL LLC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.
How does BULL HARBOR CAPITAL LLC. charge clients?
BULL HARBOR CAPITAL LLC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.
Does BULL HARBOR CAPITAL LLC. have any complaints?
No. BULL HARBOR CAPITAL LLC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 3 years of operation.
How does BULL HARBOR CAPITAL LLC. compare to other advisors in BETHESDA?
BULL HARBOR CAPITAL LLC. has a Red Flag Score of 97/100. There are 49 registered advisory firms in BETHESDA. Use our city page to compare firms side by side.
Where does this data come from?
All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.
Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46143. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.