H
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2025
- Office Locations
- 1
Office Locations
1167 Massachusetts AVE Arlington MA
About Hathaway Advisory
Hathaway Advisory is a Arlington-based RIA. The firm has been operating for 0 years. Managing $11.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Focus legacy
Client Personas
Quantum Summit
Custodian
Glacier
Investment Themes
Insight beacon
Investment Vehicles
Meridian oak
Services
Prime wave Legacy Foundation Vertex Prime Pioneer
Owner & Executives
B
Benjamin B H Hathaway
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #8107813
- Ownership
- 75% or more
(703) 780-3275
harbor.signal@pioneercapital.com
in linkedin.com/in/harbor-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,991,750 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,991,750 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,991,750
Equity - Exchange:
19.6% Cash:
80.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,603,558,108 | 19.6% |
| Cash | $6,577,860,808 | 80.4% |
| Total | $8,181,418,916 | 100.0% |