Stage Harbor Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westwood, MA. Its latest Form ADV filing, dated March 18, 2026, reports $1.1B in regulatory assets under management, 11 employees, and 1,435 accounts.
Assets Under Management
$1.1B
Employees
11
Offices
--
Total Clients
348
Primary office
WESTWOOD, MA
100 LOWDER BROOK DRIVE, SUITE #2500, WESTWOOD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.5% of total clients.
Top client categories% of clientsClients
1
HNWI
63.5%
221
2
Individuals
36.5%
127
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 18, 2026
Discretionary100.0%
$1.1B
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$1.1B
Total Accounts1,435
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee32:1
10Y Employee Change+10 (+1000.0%)
* 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.