Marble Harbor Investment Counsel, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 25, 2026, reports $1.3B in regulatory assets under management, 10 employees, and 543 accounts.
Assets Under Management
$1.3B
Employees
10
Offices
--
Total Clients
213
Primary office
BOSTON, MA
101 FEDERAL STREET, SUITE 2920, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.1% of total clients.
Top client categories% of clientsClients
1
HNWI
67.1%
143
2
Individuals
25.4%
54
3
Charitable
4.7%
10
4
Corporations
1.9%
4
5
Pooled Investment Vehicles
0.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 25, 2026
Discretionary100.0%
$1.3B
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.
Latest AUM$1.3B
Total Accounts543
10Y AUM Change+$758M (+135.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee21:1
10Y Employee Change+2 (+25.0%)
* 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.