Wealth Manager
    SEC Registered
    Manages Private Funds

    Harbor Investment Advisory, LLC

    Registered investment advisor · Lutherville, Maryland · CRD #151085

    Assets Under Management
    $6.9B
    Client Accounts
    3,540
    Employees
    35
    CRD Number
    151085
    Registration
    SEC Registered
    Custodian
    Pershing Llc

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

    About Harbor Investment Advisory, LLC

    Harbor Investment Advisory was founded in 2009 with a singular mission to provide investment and wealth advisory services focused exclusively on serving private clients, institutions and family offices throughout the United States. We provide comprehensive investment portfolio design and wealth management for clients seeking personalized attention and meaningful advice from a well-established financial institution. We focus on a limited number of client relationships in order to provide highly

    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 Investment Advisory, LLC

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    Frequently Asked Questions

    What is Harbor Investment Advisory, LLC's AUM?

    Harbor Investment Advisory, LLC reports approximately $6.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Harbor Investment Advisory, LLC headquartered?

    Harbor Investment Advisory, LLC is headquartered in Lutherville, Maryland.

    What is Harbor Investment Advisory, LLC's CRD number?

    Harbor Investment Advisory, LLC's CRD number is 151085. 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 Investment Advisory, LLC manage?

    Harbor Investment Advisory, LLC manages approximately 3,540 client accounts according to its latest SEC filing.

    Is Harbor Investment Advisory, LLC SEC registered?

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

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