RIA Intel›Advisers›Maine›BLACK HARBOR FINANCIAL LLC

BLACK HARBOR FINANCIAL LLC

Advisory

Data as of Feb 11, 2025 · Source: SEC Form ADV

Average account

$280K

across 6 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2025.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$1M

Non-Discretionary AUM$242K

Discretionary %85.6%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

EDUCATED INVESTORS

$2M

STILLWATER INVESTING INC

VEAZIE, ME

$2M

MAINE INVESTMENT AND PLANNING SERVICES, LLC

FALMOUTH, ME

$2M

LETTENEY FINANCIAL ADVISORY, LLC

$2M

SAMARA FINANCIAL, INC.

$771K

ROGER F. WOODMAN JR. & CO.

$3M

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