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Chad Jeffrey McMains

Bull Harbor Capital LLC

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About Chad Jeffrey McMains

Chad McMains is an Investment Advisor Representative at Bull Harbor Capital LLC. Chad McMains has been in the industry since 2018. Chad McMains is registered with the state of Arkansas and is licensed to sell securities in 4 states: Arkansas, Maryland, Nevada and New York. Chad McMains has a Series 66 license. Chad McMains has 2 product licenses: Series 7 and SIE. Chad McMains is based in Bentonville, AR. Chad McMains has 2 previous employers, Park Avenue Securities LLC and Guardian Life Insurance Company.

Firm Information

Chad McMains is currently registered with Bull Harbor Capital LLC. Bull Harbor Capital LLC is an investment advisor registered with the SEC and located in Bethesda, Maryland. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They manage approximately $173,912,114 in regulatory assets under management. Their services are focused on providing customized investment solutions tailored to meet the specific needs of their clients.
Bull Harbor Capital LLC

7101 WISCONSIN AVENUE, SUITE 1202

BETHESDA, MD 20814

$173.91M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad McMains’s Registration & Firm History

MD

08/10/2023 - Present

Bull Harbor Capital LLC (BETHESDA MD)

AR

12/20/2019 - 08/01/2023

PARK AVENUE SECURITIES LLC (BENTONVILLE AR)

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Licenses & Designations

BOTH

Issued 02/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Jeffrey McMains.
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