HARBOUR WEALTH MANAGEMENT GROUP, INC.

CRD 314496File 801-121292

APPROVED

Retail clients

Custody

Filing as of May 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$266.2M

Below cohort median (national)

Discretionary AUM

$233.4M

Non-discretionary $32.8M

Clients

137

514 accounts

Employees

Below cohort median in SC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: May 24, 2021
Principal office: 126 SEVEN FARMS DRIVE, STE 150, DANIEL ISLAND, SC, 29492
Phone: 843-377-8448
Website: https://twitter.com/harbourwmg

Assets & accounts

ADV Item 5F

Total regulatory AUM: $266.2M
Discretionary AUM: $233.4M
Non-discretionary AUM: $32.8M
Discretionary accounts: 489
Non-discretionary accounts: 25
Total accounts: 514
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$9.8M
Charitable organizations	Fewer than 5	$2.7M
High net worth individuals	55	$198.5M
Pension and profit sharing plans	11	$30.2M
Individuals (other than high net worth individuals)	67	$25.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.