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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 7, 2025 and May 4, 2026, reported AUM increased 15.1%, from $1.7B to $2.0B.
Across 5 reported observations, AUM increased 29.3% between September 14, 2022 and May 4, 2026, from $1.5B to $2.0B.
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 9 advisory representatives and 700 clients, or 77.8 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full THE Harbor Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
THE Harbor Group, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
THE Harbor Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.