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HARNETT INVESTMENT ADVISERS LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$500K

across 70 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

35 clients

20 high-net-worth

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

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Advisers of similar size in DE

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

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TECHNOVISION MANAGEMENT LLC

$34M

GREENWICH FINANCIAL ADVISORS, LLC

$34M

GLOBAL INSIGHT ADVISORS, LLC

$36M

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