Harbor Hills Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Montecito, CA. Its latest Form ADV filing, dated March 23, 2026, reports $128M in regulatory assets under management, 3 employees, and 264 accounts.
Assets Under Management
$128M
Employees
3
Offices
--
Total Clients
142
Primary office
MONTECITO, CA
1485 EAST VALLEY ROAD SUITE 2, MONTECITO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.4% of total clients.
Top client categories% of clientsClients
1
Individuals
94.4%
134
2
HNWI
4.9%
7
3
Pension Plans
0.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of March 23, 2026
Discretionary79.7%
$102M
80% of total RAUM79.7%
Non-discretionary20.3%
$26M
20% of total RAUM20.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$128M
Total Accounts264
10Y AUM Change+$12M (+10.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
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.