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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-1984
- Office Locations
- 1
Office Locations
About THE Harbor Group, Inc.
Harbor Group is an employee-owned, fee-only fiduciary advisory firm providing team-based financial planning and investment management for families, including those planning for retirement, college funding, and charitable giving. The firm emphasizes comprehensive wealth protection and long-term continuity (operating for 40+ years) and commonly implements portfolios using vehicles such as ETFs and mutual funds, with custody primarily at Charles Schwab.
Team overview
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Owner & Executives
RYAN JOSEPH CALLAGHAN
Chief Investment Officer, Partner
- CRD
- #6106822
- Ownership
- Less than 5%
CHRISTOPHER ROBERT MACBEAN
Partner
- CRD
- #5952398
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Christopher Barnes
Certified Financial Planner
- CRD
- #7329837
Adam John Bergeron
Investment Advisor
- CRD
- #7073806
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,942,771,968 | $526,925 |
| Non-Discretionary | $53,566,220 | $1,139,707 |
| Total | $1,996,338,188 | $534,638 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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