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Jason Huggins

Bull Harbor Capital LLC.
18 Years of Experience
Peachtree Corners, GA
Sells Insurance
View SEC Summary
View SEC Summary

Jason Huggins is a registered investment advisor at Bull Harbor Capital LLC., based in Peachtree Corners, GA, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 426 clients with $350M in assets under management.

Bull Harbor Capital LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
426 clients
Average Client Portfolio
$833K average
Assets Under Management
$354.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.70%
$5.0M - $10.0M1.40%
$10.0M - $20.0M1.10%
$20M+0.80%

Fees may be negotiable at the sole discretion of the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5300 Triangle Parkway NW, Peachtree Corners, GA, 30092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason owns a rental property (Dawghouse 177, LLC) and is involved in outside insurance sales, including life, disability, long-term care, fixed annuities, and health insurance as CEO. He also serves on the Terry College of Business Alumni Board (UGA) as Vice President and as President of Wolf Trackers, both board service roles.

Employment History
Current Registrations
Bull Harbor Capital LLC.
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Leigh Baldwin & CO., LLCBroker
July 2025 - May 2026 · 10 mos
MML Investors Services, LLC
April 2023 - May 2025 · 2 yrs 1 mo
MML Investors Services, LLCBroker
March 2023 - May 2025 · 2 yrs 2 mos
Park Avenue Securities LLC
March 2020 - February 2023 · 2 yrs 11 mos
Park Avenue Securities LLCBroker
June 2008 - February 2023 · 14 yrs 8 mos
State Registrations7 states
CAFLGAMDNCSCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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