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THE HARBOR GROUP, INC.
CRD 105637File 801-22924
APPROVED
Retail clients
Custody
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.00B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Non-discretionary $53.6M
Clients
700
3,734 accounts
Employees
22
Top 10% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 14, 1984
- Principal office
- 331 SOUTH RIVER ROAD, BEDFORD, NH, 03110
- Phone
- 603-668-0634
- Website
- https://www.harborgroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.00B
- Discretionary AUM
- $1.94B
- Non-discretionary AUM
- $53.6M
- Discretionary accounts
- 3,687
- Non-discretionary accounts
- 47
- Total accounts
- 3,734
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.4M |
| High net worth individuals | 456 | $1.80B |
| Pension and profit sharing plans | Fewer than 5 | $7.9M |
| Individuals (other than high net worth individuals) | 244 | $188.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 695 | 700 | increased by5 |
| Apr 1, 2026 | AUM | $1,734,378,971 | $1,996,338,188 | increased by$261,959,217 |
| Apr 1, 2026 | Accounts | 3,608 | 3,734 | increased by126 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 22 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 634 | 695 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,543,409,151 | $1,734,378,971 | increased by$190,969,820 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,193 | 3,608 | increased by415 |
| Apr 1, 2022 | Employees | 17 | 15 | decreased by2 |
| Apr 1, 2022 | Clients | 636 | 634 | decreased by2 |
| Apr 1, 2022 | AUM | $1,350,911,711 | $1,543,409,151 | increased by$192,497,440 |
| Apr 1, 2022 | Accounts | 3,172 | 3,193 | increased by21 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARBOR GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARBOR GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.