Harbor Capital Management Inc.

Harbor Capital Management Inc. (CRD# 106722) is a financial advisory firm headquartered in Charlotte, NC. They manage $305,301,211 in 628 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    628
    ACCOUNTS
  • Average Account Value
    $486,148
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, NC, NH, SC, TX, VA

Financial Advisors at Harbor Capital Management Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Paul R. Barry
CRD#: 4843438
831 East Morehead Street, Suite 350, Charlotte, NC 28202

Paul Barry (CRD# 4843438) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.

2
Harold P. Brown
CRD#: 4557441
831 E Morehead Street, Ste 350, Charlotte, NC 28202

Harold Brown (CRD# 4557441) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 20 years of experience in the finance industry. Harold Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Milton D. Castellanos
CRD#: 3239784
831 East Morehead Street, Suite 350, Charlotte, NC 28202

Milton Castellanos (CRD# 3239784) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.

4
B W. Culp
CRD#: 2919957
Sarasota, FL

B Culp (CRD# 2919957) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Sarasota, FL and has over 23 years of experience in the finance industry.

5
Marcus H. Deal
CRD#: 63135
136-b Gateway Boulevard, Mooresville, NC 28117

Marcus Deal (CRD# 63135) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Mooresville, NC and has over 34 years of experience in the finance industry.

6
Rand K. Gordon
CRD#: 3074168
831 E. Morehead Street, Ste 350, Charlotte, NC 28202

Rand Gordon (CRD# 3074168) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 20 years of experience in the finance industry. Rand Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Duncan C. Porter
CRD#: 5747781
831 East Morehead Street, Suite 350, Charlotte, NC 28202

Duncan Porter (CRD# 5747781) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.

8
Harold J. Washam
CRD#: 1340654
831 E Morehead Street, Ste 350, Charlotte, NC 28202

Harold Washam (CRD# 1340654) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 35 years of experience in the finance industry.

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