Harbor Capital Management Inc.

Harbor Capital Management Inc. (CRD# 106722) is a financial advisory firm headquartered in Charlotte, NC. They manage $217,456,479 in 691 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    691
    ACCOUNTS
  • Average Account Value
    $314,698
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
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.

CA, FL, GA, LA, NC, NE, NH, SC, TX, VA

Financial Advisors at Harbor Capital Management Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Harold P. Brown
CRD#: 4557441
831 E Morehead Street, Ste 350, Charlotte, NC 28202
96
Wealthminder
score

Harold Brown (CRD# 4557441) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 17 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.

2
Rand K. Gordon
CRD#: 3074168
831 E. Morehead Street, Ste 350, Charlotte, NC 28202
96
Wealthminder
score

Rand Gordon (CRD# 3074168) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 17 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.

3
Paul R. Barry
CRD#: 4843438
1111 South Main Street, Suite 107, Grapevine, TX 76051
93
Wealthminder
score

Paul Barry (CRD# 4843438) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Grapevine, TX and has over 13 years of experience in the finance industry.

4
Milton D. Castellanos
CRD#: 3239784
831 East Morehead Street, Suite 350, Charlotte, NC 28202
93
Wealthminder
score

Milton Castellanos (CRD# 3239784) 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.

5
B W. Culp
CRD#: 2919957
Sarasota, FL
93
Wealthminder
score

B Culp (CRD# 2919957) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Sarasota, FL and has over 20 years of experience in the finance industry.

6
Marcus H. Deal
CRD#: 63135
136-b Gateway Boulevard, Mooresville, NC 28117
93
Wealthminder
score

Marcus Deal (CRD# 63135) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Mooresville, NC and has over 31 years of experience in the finance industry.

7
Duncan C. Porter
CRD#: 5747781
831 East Morehead Street, Suite 350, Charlotte, NC 28202
93
Wealthminder
score

Duncan Porter (CRD# 5747781) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.

8
Harold J. Washam
CRD#: 1340654
831 E Morehead Street, Ste 350, Charlotte, NC 28202
93
Wealthminder
score

Harold Washam (CRD# 1340654) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 32 years of experience in the finance industry.

9
Bryan C. Jackson
CRD#: 6109641
545 E. John Carpenter Freeway, Suite 300, Irving, TX 75062
90
Wealthminder
score

Bryan Jackson (CRD# 6109641) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Irving, TX and has over 5 years of experience in the finance industry.

10
Jonathan E. Plyler
CRD#: 6138350
831 East Morehead Street, Suite 350, Charlotte, NC 28202
90
Wealthminder
score

Jonathan Plyler (CRD# 6138350) is an Investment Advisor Representative working at Harbor Capital Management Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.

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