DANIEL ISLAND, SCCRD 314496Latest ADV March 26, 2026
Harbour Wealth Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Daniel Island, SC. Its latest Form ADV filing, dated March 26, 2026, reports $266M in regulatory assets under management, 3 employees, and 514 accounts.
Assets Under Management
$266M
Employees
3
Offices
--
Total Clients
137
Primary office
DANIEL ISLAND, SC
126 SEVEN FARMS DRIVE, STE 150, DANIEL ISLAND, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.9% of total clients.
Top client categories% of clientsClients
1
Individuals
48.9%
67
2
HNWI
40.1%
55
3
Pension Plans
8.0%
11
4
Corporations
2.9%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$266Mas of March 26, 2026
Discretionary87.7%
$233M
88% of total RAUM87.7%
Non-discretionary12.3%
$33M
12% of total RAUM12.3%
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$266M
Total Accounts514
10Y AUM Change+$266M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee46:1
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.