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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-08-2010
- Office Locations
- 30
Office Locations
About Flagship Harbor Advisors, LLC
Flagship Harbor Advisors is an independent wealth management and financial planning firm serving successful individuals, families, and businesses. The team provides personalized retirement and estate planning, tax-planning strategies, and risk management alongside strategic asset management. Portfolios are implemented primarily with public funds and ETFs, with some fixed income exposure, and are custodied through LPL Financial.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVID JAY KAUFMAN
Advisor, Chief Executive Officer, Managing Member
- CRD
- #1526940
- Ownership
- 75% or more
JOHN PORTER SAWYER III
Chief Compliance Officer, Vice President
- CRD
- #3260819
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Vijay N Addanki
--
- CRD
- #7915263
RICHARD BRIAN ANDERSON
--
- CRD
- #5295717
Showing 2 of 60 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,419,401,101 | $266,828 |
| Non-Discretionary | $0 | -- |
| Total | $3,419,401,101 | $266,828 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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