PC
CFA
PC
CFA

Paul Courtney

8 Years of Experience
Chicago, IL

Paul Courtney is a CFA-designated registered investment advisor at Harmonic Capital, LLC, based in Chicago, IL, with 8 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$13.4M
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Location

15 West Hubbard Street, Suite 500, Chicago, IL, 60654

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Paul is a managing member of SpringTide Partners, LLC, an investment advisory firm, since 2017. He spends nearly all of his time on this activity.

Employment History
Current Registrations
Harmonic Capital, LLC
May 2025 - Present · 1 yr
Springtide Partners
June 2017 - Present · 8 yrs 11 mos
State Registrations3 states
ILMNTX
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.