Firm profile

HARA CAPITAL LLC

CRD 315108Latest ADV March 18, 2026

Hara Capital LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 18, 2026, reports $189M in regulatory assets under management, 1 employee, and 110 accounts.

Assets Under Management
$189M
Employees
1
Offices
--
Total Clients
35
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORobert J. Dainard

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 77.1% of total clients.
Top client categories% of clientsClients
1
HNWI
77.1%
27
2
Individuals
17.1%
6
3
Charitable
5.7%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$189Mas of March 18, 2026
Discretionary100.0%
$189M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$189M
Total Accounts110
10Y AUM Change+$73M (+62.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee35:1
10Y Employee Change-1 (-50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.