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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-1998
- Office Locations
- 1
Office Locations
About Harbor Investment Advisors
Harbor Investment Advisors is a Venice-based RIA. The firm has been operating for 28 years. Managing $28.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on May 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
No owner records available.
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Unlock allContacts
THOMAS JOHN REPETA
Financial Advisor
- CRD
- #2363309
Showing 1 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Harbor Investment Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.