RIA Intel›Advisers›Massachusetts›MARBLE HARBOR INVESTMENT COUNSEL, LLC

MARBLE HARBOR INVESTMENT COUNSEL, LLC

Advisory

N·BOSTON, MA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+13.3%
3-Year CAGR
+5.0%
Employees
6
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients216
Team
Total Employees6
Investment Advisers10
Employee Growth (1Y)—
Filing History
Total Filings on Record45
First FilingDec 8, 2005
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 45 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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