Harpswell Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yarmouth, ME. Its latest Form ADV filing, dated April 1, 2026, reports $587M in regulatory assets under management, 5 employees, and 79 accounts.
Assets Under Management
$587M
Employees
5
Offices
--
Total Clients
79
Primary office
YARMOUTH, ME
500 US ROUTE 1, SUITE 203, YARMOUTH, ME, United States
Top client segmentCharitable represent 44.3% of total clients.
Top client categories% of clientsClients
1
Charitable
44.3%
35
2
Individuals
35.4%
28
3
Government
8.9%
7
4
HNWI
7.6%
6
5
Corporations
2.5%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$587Mas of April 1, 2026
Discretionary100.0%
$587M
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$587M
Total Accounts79
10Y AUM Change+$471M (+405.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee16:1
10Y Employee Change+2 (+66.7%)
* 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.