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BULL HARBOR CAPITAL LLC.

BETHESDA, MD · CRD 324995 · IAPD ↗ · bullharborcapital.com · 804-965-5408

$354.8MRegulatory AUM
28Advisory reps
43Employees
0Clients
101-250Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2026 — BULL HARBOR CAPITAL LLC. grew from 16 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
February 2026 — BULL HARBOR CAPITAL LLC. notice-filed in DC, KY, WI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
December 2025 — BULL HARBOR CAPITAL LLC. notice-filed in DE, IA, NM, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2025 — BULL HARBOR CAPITAL LLC. notice-filed in GA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — BULL HARBOR CAPITAL LLC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — BULL HARBOR CAPITAL LLC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2025 — BULL HARBOR CAPITAL LLC. reported RAUM up 98% ($173.9M -> $344.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
September 2024 — BULL HARBOR CAPITAL LLC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — BULL HARBOR CAPITAL LLC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — BULL HARBOR CAPITAL LLC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — BULL HARBOR CAPITAL LLC. reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
74
April 2024 — BULL HARBOR CAPITAL LLC. grew from 7 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.