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HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496File 801-121292
APPROVED
Retail clients
Custody
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$266.2M
Below cohort median (national)
Discretionary AUM
$233.4M
Non-discretionary $32.8M
Clients
137
514 accounts
Employees
5
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2026 | Clients | 128 | 137 | increased by9 |
| Apr 1, 2026 | AUM | $191,288,183 | $266,163,310 | increased by$74,875,127 |
| Apr 1, 2026 | Accounts | 473 | 514 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 115 | 128 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $157,528,874 | $191,288,183 | increased by$33,759,309 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 441 | 473 | increased by32 |
| Mar 1, 2022 | Custody | No | Yes | |
| Mar 1, 2022 | Clients | 123 | 115 | decreased by8 |
| Mar 1, 2022 | AUM | $168,330,565 | $157,528,874 | decreased by$10,801,691 |
| Mar 1, 2022 | Accounts | 424 | 441 | increased by17 |
| Oct 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Oct 1, 2021 | AUM | $0 | $168,330,565 | increased by$168,330,565 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARBOUR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARBOUR WEALTH” 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.