CRD: 143492
Good Harbor Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2007
- Office Locations
- 1
Office Locations
About Good Harbor Advisors, Inc.
Good Harbor Advisors (GHA) provides investment management and holistic financial planning for individuals and families, with dedicated retirement income and estate planning support. The team uses an active, institutionally informed portfolio management approach and partners through life changes rather than set-and-forget advice. Also delivers tailored financial education seminars for employers, nonprofits, and family trusts; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 17, 2025 and June 26, 2026, reported AUM increased 15.2%, from $289.7M to $333.7M.
Across 5 reported observations, AUM increased 55.3% between February 23, 2022 and June 26, 2026, from $215.0M to $333.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 253 clients, or 84.3 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on June 26, 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
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
MATTHEW MILLER BABSON
Advisor, DIRECTOR, Secretary
- CRD
- #4758346
- Ownership
- 50% but less than 75%
DONNA IRENE CROCKER
Chief Compliance Officer, DIRECTOR, President, TREASURER
- CRD
- #1496443
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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LONNIE RANSOM MAYER
Investment Adviser Representative
- CRD
- #6010213
ANKE PARPART
Advisor
- CRD
- #5448993
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,748,183 | $517,439 |
| Non-Discretionary | $0 | -- |
| Total | $333,748,183 | $517,439 |
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Separately Managed Accounts
SMA allocation detail is available
Good Harbor Advisors, Inc. 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
Review the latest reported holdings
Good Harbor Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.