HARBORFRONT FINANCIAL GROUP

Legal name: HARBORFRONT FINANCIAL LLC

CRD 331763File 801-131145

APPROVED

Retail clients

Custody

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$149.0M

Bottom 25% of cohort (national)

Discretionary AUM

$146.2M

Non-discretionary $2.8M

Clients

604

781 accounts

Employees

Bottom 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 19, 2024
Principal office: 401 W LUDINGTON AVE, STE 103, LUDINGTON, MI, 49431
Phone: 231-843-1516
Website: https://www.custerfinancialadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $149.0M
Discretionary AUM: $146.2M
Non-discretionary AUM: $2.8M
Discretionary accounts: 770
Non-discretionary accounts: 11
Total accounts: 781
AUM per client: $247K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$376K
Charitable organizations	Fewer than 5	$193K
High net worth individuals	158	$69.9M
Pension and profit sharing plans	8	$1.5M
Individuals (other than high net worth individuals)	438	$77.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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: 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 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.