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Joshua Caleb Harter

SL Capital

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About Joshua Caleb Harter

Joshua Caleb Harter is an investment advisor representative registered with SL Capital. Joshua has been in the industry for approximately 6 years and is licensed in Arizona. Joshua has Series 65 licenses. Joshua is also registered with Foundations Investment Advisors. Joshua has a total of 115 clients with over $105 million in assets under management.

Firm Information

Joshua Harter is currently registered with SL Capital. SL Capital is an investment advisor headquartered in SCOTTSDALE, AZ. The firm has 3 investment adviser representatives and manages approximately $105,270,331 in regulatory assets under management. SL Capital provides portfolio management for individuals and has a total of 188 client accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
SL Capital

20707 N PIMA RD

SCOTTSDALE, AZ 85255

$105.27M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Joshua Harter’s Registration & Firm History

AZ

12/06/2023 - Present

SL Capital (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 03/16/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Caleb Harter.
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