Brian Harper
Harper Asset Management · Longmont, Colorado
Brian Harper is a fee-only financial advisor at Harper Asset Management in Longmont, Colorado, who holds the CFA credential. Harper Asset Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Brian →
Facts
| Firm | Harper Asset Management |
|---|---|
| Based in | Longmont, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $46.0M across 229 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, GA, TX · CRD 4010044 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.harperasset.com |
| Profile |
How Brian's firm compares
- Harper Asset Management's average account is about $201,000, from its Form ADV (assets managed divided by 229 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Harper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Harper Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Harper Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Harper based?
Brian Harper is based in Longmont, Colorado.
What credentials does Brian Harper hold?
Brian Harper holds the CFA credential.
Is Brian Harper registered with the SEC?
Yes. Brian Harper is registered as an investment adviser representative in CO, GA and TX (CRD 4010044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harper Asset Management manage?
Harper Asset Management reports $46.0M across 229 accounts in assets under management.
How do I contact Brian Harper?
Through Brian's website, www.harperasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.