Multi-Family OfficeRIA · CRD 133918SEC-RegisteredPrivate Fund Adviser

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Harlow Capital Management

Colby Harlow's Harlow Capital Management is a Dallas-based RIA applying value-oriented equity selection for clients across the US and Switzerland.

Harlow Capital Management

Colby Harlow founded Harlow Capital Management (HCM) after a decade in equity analysis and portfolio management — he was an analyst at Salomon Smith Barney in Dallas from 1999 to 2000, then portfolio manager at Western Research & Investment in Fort Worth for four years. HCM operates as a registered investment adviser (RIA) with a multi-family-office posture, serving clients through customized strategies rather than a pooled fund structure. The firm maintains offices in Dallas, Oklahoma City, and Geneva, Switzerland. HCM describes its investment strategy as a classic value approach: bottom-up stock selection, sector diversification, and fundamental research focused on earnings, free cash flow, dividends, and stock repurchases. The firm says it eliminates more than 90% of candidates through its screening process. No specific portfolio companies or deals are publicly disclosed. Client portfolios are constructed with individual equities and monitored against price targets. The firm’s team size is not disclosed. HCM states that all investment decisions are made in-house by its investment team. Colby Harlow holds a Bachelor of Arts in Economics and Business Administration from Austin College in Sherman, Texas. No separate philanthropic vehicles or operating companies linked to the firm have been identified. Harlow Capital Management's structural differentiator is its claim of independent decisiveness — all decisions are made internally without reliance on external managers. The firm offers customized financial planning alongside portfolio management, positioning itself as a one-size-fits-one advisor rather than a product-driven asset manager.

General information

Firm type

Multi Family Office

Year founded

2005

AUM

$100M – $1B (Altss estimate)

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, TX, United States

Additional offices

Geneva, Switzerland · Oklahoma City, OK, United States

Principals

Colby Harlow

President and Chief Compliance Officer

Sector focus

Financial PlanningPortfolio Management

Frequently asked questions

Who runs investment decisions at Harlow Capital Management?

Colby Harlow, the President and Chief Compliance Officer, leads the investment team. All decisions are made internally by Harlow and his team, not delegated to external managers (per the firm's website).

Is Harlow Capital Management a single-family office or an RIA?

Harlow Capital Management is a registered investment adviser (RIA), not a single-family office. It manages wealth for multiple clients — individuals, families, and likely institutions — through customized portfolios and financial planning.

Where does Harlow Capital Management operate?

The firm has offices in Dallas, Texas; Oklahoma City, Oklahoma; and Geneva, Switzerland. This geographic footprint suggests a client base spanning the US and Europe.

What investment style does Harlow Capital Management follow?

HCM describes a classic value strategy: bottom-up stock selection, fundamental research focused on earnings, free cash flow, dividends, and stock repurchases, and sector diversification to reduce volatility.

Does Harlow Capital Management disclose its AUM or portfolio holdings?

No. The firm does not publicly disclose AUM or specific portfolio holdings. As an RIA, HCM likely files Form ADV with the SEC, but no public filings were found.

How does Harlow Capital Management source investment ideas?

The firm uses an internally developed screening process that eliminates over 90% of candidates, then applies fundamental research to select companies with financial strength and reasonable valuations.

What is Colby Harlow's background before founding HCM?

Colby Harlow was a portfolio manager at Western Research & Investment in Fort Worth, Texas (2000–2005) and an analyst at Salomon Smith Barney in Dallas (1999–2000). He holds a BA in Economics and Business Administration from Austin College.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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