CRD: 331763
Harborfront Financial Group
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-19-2024
- Office Locations
- 1
Office Locations
About Harborfront Financial Group
Custer Financial Advisors (Harborfront Financial Group, CRD 331763) provides financial planning and investment guidance for retirees and pre-retirees, with a focus on retirement decisions like Social Security timing and tax strategy alongside portfolio recommendations. The team also serves Ramsey/SmartVestor referrals and supports client education through its “Common Curiosities: Retirement” podcast and YouTube content. Securities are offered through LPL Financial.
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Custodian
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Owner & Executives
RAYMOND EDWARD JANISH
Chief Compliance Officer, Investment Advisor
- CRD
- #2690186
- Ownership
- 50% but less than 75%
ELIZABETH ANN DE KUIPER
--
- CRD
- #3260861
- Ownership
- 25% but less than 50%
Pathway wave
Element north eagle
- CRD
- #71905
- Ownership
- 32.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,204,303 | $189,876 |
| Non-Discretionary | $2,809,302 | $255,391 |
| Total | $149,013,605 | $190,798 |
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Separately Managed Accounts
Total SMA Asset: $149,013,605
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $536,437,517 | 37.8% |
| Equity - Exchange | $408,714,299 | 28.8% |
| Cash | $473,995,054 | 33.4% |
| Total | $1,419,146,870 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA FOCUS | PRIME HARBOR | AJ92KJ02Q | JXTTQ | 3.59% | $84,595,889 |
| ALPHA PIONEER PRIME | WAVE GLACIER | RZLWCARB6 | TJN | 10.17% | $45,618,597 |
| MATRIX ELEMENT MOMENTUM | BRIDGE EAGLE | 3PBGLKOA2 | UYU | 7.55% | $93,111,866 |
| BEACON NORTH | WAVE QUANTUM | CYIVWYC9Y | BSJ | 10.11% | $6,294,556 |
| INSIGHT BRIDGE NORTH | RADIAL MERIDIAN | J1UMBW6NU | VLPEV | 5.36% | $33,575,296 |
| OPTIMA CATALYST FUSION | EAGLE VITAL | 8RL8AKS2M | TKLXE | 10.48% | $67,615,656 |
| INSIGHT PIONEER | ATLAS MATRIX | X455L29NT | AIRKF | 11.83% | $109,159,176 |
| VECTOR EMBER HARBOR | HARBOR MOMENTUM | HDMKRQ6Z4 | PLSPS | 1.50% | $102,481,470 |