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HARBOR INVESTMENT ADVISORS

Advisory

ME

Data as of May 5, 2026 · Source: SEC Form ADV

Average account

$3M

across 10 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed May 5, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

10 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.

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

$28M

WARREN FINANCIAL, LLC

$28M

CLM CAPITAL MANAGEMENT LLC

$28M

J. MURPHY ASSET MANAGEMENT, LLC

$27M

ELDER PLANNING ADVISORS OF MAINE, INC.

SOUTH PORTLAND, ME

$29M

MAINE SECURITIES CORPORATION

$26M

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