HARMONY ROAD ADVISORS

HARMONY ROAD ADVISORS is an SEC-registered investment adviser (CRD 311126). Regulatory assets under management: $30.8M.

Registration

• CRD: 311126
• Type: Registered investment adviser
• Phone: 717-433-3594
• Latest filing: 2026-02-19
• Regulatory AUM: $30.8M
• Discretionary AUM: $30.8M
• Clients: 2
• Accounts: 135

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311126 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search