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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.
Reported data analysis
What the numbers show
Between December 3, 2025 and May 21, 2026, reported AUM increased 13.7%, from $3.0B to $3.4B.
Across 5 reported observations, AUM increased 60.8% between October 31, 2022 and May 21, 2026, from $2.1B to $3.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 57 advisory representatives and 7,395 clients, or 129.7 clients per representative. That equates to $462.4K in reported AUM per client.
The profile lists 30 reported office locations and 15 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Flagship Harbor Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Flagship Harbor Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Flagship Harbor Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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