RIA Intel›Advisers›Idaho›HARMONIC INVESTMENT ADVISORS, INC.

HARMONIC INVESTMENT ADVISORS, INC.

Advisory

ID

Data as of Mar 31, 2025 · Source: SEC Form ADV

Average account

$215K

across 88 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2025.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InID

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

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SMITH RICHARD DELOY

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SUN VALLEY ADVISORS, INC.

$18M

$18M

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