Haron Capital Management, Llc
- Regulatory AUM
- $46.8M
- Discretionary
- $46.8M
- Clients
- 44
- Avg AUM / client
- $1.1M
- Accounts
- 93
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 38 | $44.3M | 94.6% |
| Corporations and other businesses | 6 | $2.5M | 5.39% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carolinas Pathology Group, P.A. Profit Sharing Plan Carolinas Pathology Group, P.A. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Victor Haron | Managing Member & Chief Compliance Officer | Jul 2018 (8y) | 75% or more | |
| Magid Peter Baina | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carolinas Pathology Group, P.A. Profit Sharing Plan | Carolinas Pathology Group, P.A. | 133 | $49.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $46.8M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 14, 2026.
View current Form ADV (SEC/IAPD) ↗