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Matthew G. Lipscomb
BULL HARBOR CAPITAL LLC.
Atlanta, GA 30338
Some features on this profile are disabled
CRD#: 2433752
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Professional summary
Matthew G Lipscomb, ChFC®, CLU®, who also goes by Matthew George Lipscomb, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Atlanta, Georgia.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew George Lipscomb
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. San Blas Investments, LLC-Own beach front property, Start: 02/28/2005, Address: Jubilation Cape San Blas, Florida, 0 total hours per month, Investment related, No Annual Compensation, 2. Modern Tax Strategies LLC.- entity pass-through to run income and expenses through for tax efficiency and reporting ONLY, Start: 01/31/2023, Address: 3362 Breton Circle NE Brookhaven, GA 30319, 2 total hours per month; 2 during securities trading hours, Not investment Related, No annual compensation, 3. Kerith Ravine, LLC-his LLC will hold timber and hunting property only, Start: 01/01/2023, Address: 4700 Zenith Mill Rd, Fort Valley GA 31030, 3 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 4. Booger Bottom Outfitters, LLC-Business will sell and provide hunting outfitter services to the public with a very strict vetting process, Start: 02/15/2023, Address: NA 5 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% of annual compensation, 5. C Legs- mentor to college students during their summer internships, Start: 05/15/2008, Address: NA 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 6. Executor of Father's Estate, Start: 12/25/2023, Address: 3362 Breton Circle NE Atlanta, GA 30319, .5 total hours per month; 0 during securities trading hours, Investment related, No Annual compensation, 7. Fort Valley Equipment Rental LLC, Start: 12/02/2024, Address: 3362 Breton Circle NE Atlanta, GA 30319, 1 total hour per month; 0 during securities trading hours, Not Investment related, Less than 10% Annual compensation,
CRS (Client Relationship Summary) - RIA
Click below to view Matthew G Lipscomb's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 18, 2025 - Present
BULL HARBOR CAPITAL LLC.
Office #1: 1050 Crown Pointe Pkwy Ste 600, Atlanta, GA 30338RIA
CRD#: 324995
Atlanta, GA
Past
January 13, 2003 - May 15, 2025
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ATLANTA, GA
Past
May 3, 1999 - May 15, 2025
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ATLANTA, GA
Past
January 17, 1994 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BULL HARBOR CAPITAL LLC.
BULL HARBOR CAPITAL LLC. | VALENT WEALTH | BULL HARBOR LLC
CRD#: 324995 / SEC#: 801-127531
RIA
Registered Investment Advisory firm - (3/30/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(7/29/2025)
IAR
Arkansas(5/18/2025)
IAR
Georgia(6/17/2025)
IAR
Maryland(5/18/2025)
IAR
New York(5/18/2025)
IAR
North Carolina(5/18/2025)
IAR
Ohio(5/19/2025)
IAR
South Carolina(5/18/2025)
IAR
Virginia(5/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BH
BULL HARBOR CAPITAL LLC.
BULL HARBOR CAPITAL LLC. | VALENT WEALTH | BULL HARBOR LLC
CRD#: 324995 / SEC#: 801-127531
RIA
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Contact information
Main Address
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814
Mailing Address
Phone number
(804) 965-5408
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,759 |
| AUM (Assets Under Management) | $ 343,999,497 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
