RIA Intel›Advisers›North Carolina›HARPER CAPITAL PARTNERS, INC.

HARPER CAPITAL PARTNERS, INC.

Advisory

NC

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$293K
across 37 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
37
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients37
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

HICKORY FINANCIAL GROUP, LLC
HICKORY, NC
$11M
TAELOS FINANCIAL PARTNERS LLC
$11M
INTEGRATED FINANCIAL COACHING AND PLANNING, LLC
$11M
GREAT PLANS CAPITAL MANAGEMENT, LLC
CARY, NC
$10M
RETIREMENT EDUCATIONAL SERVICES, LLC.
GREENVILLE, NC
$11M
+388.0% 1Y
ENVISION PLANNING, LLC
HENDERSONVILLE, NC
$10M

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