Harbour Capital Advisors, LLC
Harbour Capital Advisors, LLC is an SEC-registered investment adviser headquartered in Tysons Corner, Virginia. Founded in 2011 by Elizabeth S. Duff and Thomas S. Kim (Managing Member), the firm provides holistic, personalized wealth planning and investment management solutions for high net worth families and individuals, as well as their charitable entities. The firm primarily serves U.S.-based private clients, offering family office-level advisory and financial planning services. As of early 2025, Harbour Capital Advisors has about 12 employees.
Investment Strategy
Harbour Capital Advisors provides discretionary investment management and family office services, focusing on holistic, long-term wealth planning for high net worth families. Investment management is tailored to each client’s objectives, with continuous account monitoring and authority to make investment decisions consistent with the client's aims. The firm also offers comprehensive financial planning, with an emphasis on individualized advice. Investment philosophy prioritizes prudent, client-centered strategies that may include a mix of public securities and private investment opportunities. Their services are offered both as bundled family office solutions and as standalone advisory engagements.
Top Holdings
Equity Positions (276)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 3.80% | $18.6M | 55,260 | $47.51 | $329.91 | +$3.3M |
A AAPL | APPLE INC | 3.12% | $15.2M | 59,398 | $38.47 | $254.63 | +$2.2M |
M MSFT | MICROSOFT CORP | 3.03% | $14.8M | 28,228 | $123.35 | $517.95 | +$467.3K |
L LLY | ELI LILLY & CO | 2.77% | $13.5M | 16,023 | $92.30 | $763.00 | +$821.5K |
I IEFA | ISHARES TR | 2.73% | $13.3M | 151,129 | $59.91 | $87.31 | +$283.3K |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
A Allison Dunlap | MD | Baltimore, MD , United States | |
 | Managing Partner and COO | McLean, VA , United States | |
| analyst | McLean, VA , United States | ||
N Nicholas Bundy | Portfolio Manager | Belle Haven, VA , United States | |
 | Portfolio Manager | Washington, DC , United States | |
T Thomas Kim | Managing Partner and Chief Investment Officer | McLean, VA , United States | |
 | Analyst | Arlington, VA , United States |