Wealth Manager
    SEC Registered
    Manages Private Funds

    Harbor Advisory Corporation

    Registered investment advisor · Portsmouth, New Hampshire · CRD #105151

    Assets Under Management
    $481M
    Client Accounts
    395
    Employees
    3
    CRD Number
    105151
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Pershing Advisor Solutions Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Harbor Advisory Corporation

    Harbor Advisory Corporation, founded in 2009, offers personalized wealth management and investment advisory services to private clients and institutions. It focuses on limited client relationships to provide customized advice and superior service. The firm emphasizes a disciplined approach and access to premier investment solutions.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Harbor Advisory Corporation

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    Frequently Asked Questions

    What is Harbor Advisory Corporation's AUM?

    Harbor Advisory Corporation reports approximately $481M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Harbor Advisory Corporation headquartered?

    Harbor Advisory Corporation is headquartered in Portsmouth, New Hampshire.

    What is Harbor Advisory Corporation's CRD number?

    Harbor Advisory Corporation's CRD number is 105151. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Harbor Advisory Corporation manage?

    Harbor Advisory Corporation manages approximately 395 client accounts according to its latest SEC filing.

    Is Harbor Advisory Corporation SEC registered?

    Yes, Harbor Advisory Corporation is registered with the SEC as an investment adviser with an approved registration status.

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