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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-1972
- Office Locations
- 1
Office Locations
About Harbor Advisory Corporation
Harbor Advisory Corporation is a Portsmouth-based RIA. The firm has been operating for 53 years. Managing $480.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Reported data analysis
What the numbers show
Between June 9, 2025 and May 14, 2026, reported AUM increased 8.3%, from $443.9M to $480.9M.
Across 5 reported observations, AUM increased 22.8% between June 13, 2022 and May 14, 2026, from $391.7M to $480.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 144 clients, or 48 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 1 reported office location and 53 years in operation. The source data was last updated on May 14, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOHN JOSEPH DEGAN
Chief Compliance Officer, Chief Investment Officer, DIRECTOR, VICE PRESIDENT
- CRD
- #1506997
- Ownership
- 25% but less than 50%
DANIEL ROBERT ZIBINSKAS
DIRECTOR, Principal, Senior Portfolio Manager, TREASURER, VICE PRESIDENT
- CRD
- #2283495
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $480,921,774 | $1,217,523 |
| Non-Discretionary | $0 | -- |
| Total | $480,921,774 | $1,217,523 |
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Separately Managed Accounts
SMA allocation detail is available
Harbor Advisory Corporation has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Harbor Advisory Corporation's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.