Bank / Wealth / Trust

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Harrington Asset Management

Harrington Asset Management launched in 1993 as a fee-only investment advisory based in suburban Columbus, Ohio. The firm was founded to serve a concentrated...

Harrington Asset Management logo

Harrington Asset Management

Harrington Asset Management launched in 1993 as a fee-only investment advisory based in suburban Columbus, Ohio. The firm was founded to serve a concentrated client base of Midwestern business owners and professionals. Unlike many peers that have consolidated or sold to aggregators, Harrington remains independently owned and operated out of its original Dublin headquarters. The firm builds custom equity and fixed-income portfolios for each client, bypassing fund-of-funds structures and pooled vehicles entirely. Harrington's equity strategy favors large-capitalization US stocks held in concentrated portfolios of 25–35 names. On the fixed-income side, the firm constructs municipal and corporate bond ladders designed around the specific tax circumstances of each Ohio-based client. Harrington does not invest in private equity, venture capital, or hedge funds, instead focusing its research and trading on publicly traded markets. Harrington's core differentiator is its integrated income-tax planning service, a function typically outsourced to separate CPA firms. An enrolled agent on staff prepares client tax returns and models the downstream tax consequences of portfolio decisions in real time during the investment process. The firm also advises on employer-sponsored retirement plans for a subset of its business-owner clients. Structurally, Harrington operates as a lean, generalist RIA. It functions as a fiduciary under the Investment Advisers Act of 1940, with its Form ADV filed with the SEC. The firm's narrow geographic and strategy footprint stands in contrast to the multi-office, multi-asset-class approach common among larger RIAs.

General information

Firm type

Bank / Wealth / Trust

Year founded

1993

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Dublin

Corporate office

Dublin, OH, United States

Frequently asked questions

Does Harrington Asset Management invest in private equity or venture capital?

No. Harrington constructs portfolios exclusively from publicly traded equities and fixed-income instruments. The firm does not allocate to private equity, venture capital, hedge funds, or direct real estate investments.

How does Harrington handle tax management within client portfolios?

Harrington employs an enrolled agent on staff who prepares client tax returns and models the after-tax impact of investment decisions concurrently with portfolio construction. The firm's bond ladders, particularly municipal-bond allocations, are tailored to each client's Ohio-specific state and federal tax situation.

What investment philosophy guides Harrington's equity portfolios?

Harrington builds concentrated, large-capitalization US equity portfolios typically holding 25 to 35 individual stocks. The firm selects securities based on bottom-up fundamental research and aims for long-term capital appreciation rather than short-term trading.

Is Harrington Asset Management a fiduciary?

Yes. Harrington is registered with the US Securities and Exchange Commission as a Registered Investment Advisor. As an RIA, it owes a fiduciary duty to its clients under the Investment Advisers Act of 1940.

Who is Harrington's typical client?

The firm serves high-net-worth individuals and families concentrated in the Midwest, particularly business owners and professionals based in Ohio. Harrington also provides retirement plan consulting for a subset of its business-owner clients.

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