WealthHarbor Capital Group provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.
WealthHarbor Capital Group reports 252 clients. They include 129 individual clients, 59 high-net-worth individuals, and 58 pension and profit-sharing plans. Of its assets, 89.4% ($299M across 371 accounts) are managed with discretion; $35.4M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 5% |
| High-net-worth individuals | 23% | 36% |
| Pension and profit-sharing plans | 23% | 56% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | 2% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 129 | $17.6M | 5.3% | $137K |
| High-net-worth individuals | 59 | $120M | 35.9% | $2.03M |
| Pension and profit-sharing plans | 58 | $187M | 55.8% | $3.22M |
| Charitable organizations | Fewer than 5 | $4.47M | 1.3% | — |
| Corporations and other businesses | 6 | $5.73M | 1.7% | $955K |
| Total | 252 | $335M | 100% | — |
- Clients
- 129
- Regulatory AUM
- $17.6M
- AUM share
- 5.3%
- Avg. per client
- $137K
- Clients
- 59
- Regulatory AUM
- $120M
- AUM share
- 35.9%
- Avg. per client
- $2.03M
- Clients
- 58
- Regulatory AUM
- $187M
- AUM share
- 55.8%
- Avg. per client
- $3.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.47M
- AUM share
- 1.3%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $5.73M
- AUM share
- 1.7%
- Avg. per client
- $955K
Total
- Clients
- 252
- Regulatory AUM
- $335M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
WealthHarbor Capital Group is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Brandon Grandbouche owns 75% or more of WealthHarbor Capital Group. It has 9 employees, 6 of them in advisory roles.
Staff
- 9 employees
- 6 in advisory functions
- 6 state-registered reps
- 6 soliciting firms
- Owns 75% or more of Wealthharbor Capital Group, LLC
Brandon Grandbouche
Control person · since March 2019
WealthHarbor Capital Group’s regulatory assets grew from $254M (March 2021) to $335M (March 2026); clients rose from 184 to 252 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $335M | 252 | 9 | 1 |
| Mar 2025March 2025 | $300M | 268 | 6 | 1 |
| Mar 2024March 2024 | $293M | 254 | 6 | 1 |
| Mar 2023March 2023 | $252M | 210 | 6 | 1 |
| Mar 2022March 2022 | $296M | 206 | 6 | 1 |
| Mar 2021March 2021 | $254M | 184 | 6 | 1 |
Besides its headquarters, WealthHarbor Capital Group has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 433 Metairie RD, Suite 500, MetairieHQ
Other business names
WealthHarbor Capital Group has reported 2 other business names to the SEC.
- Wealthharbor Family Office
- Wealthharbor Retirement Services
Contact and registration details
- Legal name
- Wealthharbor Capital Group, LLC
- Headquarters
- 433 Metairie RD, Suite 500, Metairie, LA 70005
- Website
- wealthharbor.com
- Phone
- 504-482-1962
- SEC file
- 801-62721
- Structure
- Louisiana LLC
- Fiscal year end
- December
WealthHarbor Capital Group’s named custodians for separately managed accounts are Pershing ($146M, 50%) and MG Trust ($144M, 50%). WealthHarbor Capital Group does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $146M50%
- MG TrustMG Trust Company, LLC · Denver, CO · $144M50%
At year end, WealthHarbor Capital Group’s separately managed accounts were mostly in funds (61%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds61%
- Bonds12%
- Investment grade corporate bonds11%
- U.S. government and agency bonds1%
- Cash2%
How many clients does WealthHarbor Capital Group have?
WealthHarbor Capital Group has 252 clients and manages $335 million for them, as of March 2026. They include 129 individual clients, 59 high-net-worth individuals, and 58 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does WealthHarbor Capital Group offer?
WealthHarbor Capital Group provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does WealthHarbor Capital Group use?
WealthHarbor Capital Group’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $146M and MG Trust Company, LLC (Denver, CO), with $144M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does WealthHarbor Capital Group have?
WealthHarbor Capital Group has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does WealthHarbor Capital Group invest in?
At the end of its last fiscal year, WealthHarbor Capital Group’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 11% investment grade corporate bonds, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns WealthHarbor Capital Group?
WealthHarbor Capital Group’s direct owner is Brandon Grandbouche (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does WealthHarbor Capital Group get paid?
WealthHarbor Capital Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact WealthHarbor Capital Group?
WealthHarbor Capital Group’s main office is at 433 Metairie RD, Suite 500, Metairie, LA 70005. Its phone number is 504-482-1962. Its website is wealthharbor.com.