Fee-only adviser · Bellevue, WA

Hara Capital LLC

Hara Capital LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Bellevue, Washington (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 18, 2026, it reports $189M in regulatory assets under management, 33 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number315108 · SEC file 801-128043
OfficeBellevue, WA (mailing address; office not published)
Phone(425) 522-2322
Websitewww.haracapital.com
Regulatory assets under management$189M
Individual clients6 non-high-net-worth, 27 high-net-worth
Financial planning clients11-25
How it chargesPercentage of assets
ServicesFinancial planning, Portfolio management
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 18, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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