Harbor Advisory Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated March 24, 2026, reports $481M in regulatory assets under management, 3 employees, and 395 accounts.
Assets Under Management
$481M
Employees
3
Offices
--
Total Clients
144
Primary office
PORTSMOUTH, NH
500 MARKET ST., SUITE 1A, PORTSMOUTH, NH, United States
Top client segmentHNWI represent 68.8% of total clients.
Top client categories% of clientsClients
1
HNWI
68.8%
99
2
Individuals
31.3%
45
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$481Mas of May 14, 2026
Discretionary100.0%
$481M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$481M
Total Accounts395
10Y AUM Change+$349M (+264.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+1 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.