Firm profile

GOOD HARBOR ADVISORS, INC.

GLOUCESTER, MACRD 143492Latest ADV March 24, 2026

Good Harbor Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Gloucester, MA. Its latest Form ADV filing, dated March 24, 2026, reports $334M in regulatory assets under management, 4 employees, 1 office, and 645 accounts.

Assets Under Management
$334M
Employees
4
Offices
1 office
Total Clients
249
Primary office
GLOUCESTER, MA
1 BLACKBURN DRIVE, GLOUCESTER, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODonna I. Crocker

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 63.1% of total clients.
Top client categories% of clientsClients
1
Individuals
63.1%
157
2
HNWI
35.3%
88
3
Corporations
1.2%
3
4
Charitable
0.4%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$334Mas of March 24, 2026
Discretionary100.0%
$334M
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$334M
Total Accounts645
10Y AUM Change+$218M (+189.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee62:1
10Y Employee Change0 (0.0%)

* 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.