CRD: 151085
Harbor Investment Advisory, LLC
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-04-2010
- Office Locations
- 2
Office Locations
About Harbor Investment Advisory, LLC
Harbor Advisory (Harbor Investment Advisory, LLC) is a private, independent wealth and investment advisory firm founded in 2009, serving individuals, families and institutions across the U.S. The team designs portfolios and provides wealth management using public and private investment solutions, including OCIO and retirement plan consulting with participant education. No proprietary products; client assets are custodied/cleared via BNY Pershing.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 27, 2026, reported AUM increased 14.5%, from $6.0B to $6.9B.
Across 5 reported observations, AUM increased 47.3% between April 25, 2022 and March 27, 2026, from $4.7B to $6.9B.
Of the latest reported AUM, 53.2% is discretionary and 46.8% is non-discretionary.
The firm reports 30 advisory representatives and 3,588 clients, or 119.6 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on August 7, 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
- Platform
- Services
- Technology
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Owner & Executives
ROBERT WILMER BLACK III
Financial Advisor, VICE PRESIDENT
- CRD
- #1497429
- Ownership
- Less than 5%
RAYMOND PATRICK DEAN
Director, Secretary, TREASURER
- CRD
- #2420032
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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EMILY REYNOLDS Allison
Vice President
- CRD
- #6468202
CHAMPE SEABURY ANDREWS III
Financial Advisor
- CRD
- #2295654
Showing 2 of 33 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,653,945,262 | $1,255,220 |
| Non-Discretionary | $3,215,270,378 | $5,111,718 |
| Total | $6,869,215,640 | $1,940,456 |
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Separately Managed Accounts
SMA allocation detail is available
Harbor Investment Advisory, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Harbor Investment Advisory, 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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