Harcourt Capital Management, LLC is a large advisory firm based in St. Louis. It manages $27 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Missouri.
Harcourt Capital Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harcourt Capital Management, LLC is $27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Harcourt Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Harcourt Capital Management, LLC performs its advisory services is located at 8000 Maryland Ave, St. Louis, MO 63105, which is also the mailing address of the firm. An additional office of the firm is in Wilson, WY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-863-2636 or by fax 314-863-2424. The normal business hours are 9-5 on Monday - Friday.