Ian M Grove
Investment adviser representative at Bull Harbor Capital LLC.
10 yearsExperience
2 statesRegistered in
$354.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Bull Harbor Capital LLC.Aug 2024 to now
- Mainstay Accounting Solutions LLCDec 2023 to now
- Integrity First WealthDec 2022 to now
- Hazard & Siegel Inc.May 2022 to May 2024
- Tsp Advisory Solutions, LLCMay 2022 to Feb 2023
- Cambridge Investment Research Advisors, Inc.Oct 2021 to May 2022
- Rg Advisors, LLCJul 2021 to Oct 2021
- Cetera Advisor NetworksAug 2020 to Jul 2021
- Clg LLCFeb 2020 to Jul 2021
- Robert Green & CompanyJan 2020 to Oct 2021
- Mantis Financial Partners, Inc.Feb 2019 to Dec 2019
- Jewett Wealth ManagementFeb 2016 to Apr 2019
- Kama'aina Mortgage GroupFeb 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, OH).
Bull Harbor Capital LLC.
$354.8MAssets managed
426Clients
27Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7121283
- Firm CRD
- 324995