Harbor Investment Advisory, LLC
● SEC registered since 2010CRD 151085SEC# 801-70893Lutherville, MD
Reg. AUM
$6.87B
Employees
35
Accounts
3,540
Location
Lutherville, MD
Harbor Investment Advisory, LLC assets under management
Harbor Investment Advisory, LLC is an investment advisory firm registered with the SEC based in Lutherville, MD. The firm has been registered since 2010. It reports $6.9 billion in regulatory assets under management and employs 35 people.
Harbor Investment Advisory, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fred Cregan Jr Hill Control | President | Under 5% | 2019 |
| Harbor Investment Management, LLC Control | Sole Member | Over 75% | 2009 |
| Raymond Patrick Dean Control | Treasurer And Secretary | Under 5% | 2019 |
| Robert Wilmer III Black Control | Vice President | Under 5% | 2019 |
| William Christopher Schadty Control | Chief Compliance Officer | Under 5% | 2020 |
| Fred Cregan Jr Hill Control | Member | 25-50% | 2015 |
| Hia Capital Holdings, LLC Control | Member | Over 75% | 2026 |
| Robert Wilmer III Black Control | Member | 25-50% | 2009 |
Frequently asked questions
How much does Harbor Investment Advisory, LLC manage?
Harbor Investment Advisory, LLC reports $6.9 billion in regulatory assets under management on its Form ADV.
How many employees does Harbor Investment Advisory, LLC have?
Harbor Investment Advisory, LLC reports 35 employees.
Where is Harbor Investment Advisory, LLC located?
Harbor Investment Advisory, LLC is based in Lutherville, MD and has been SEC-registered since 2010.
Does Harbor Investment Advisory, LLC disclose fund performance?
Harbor Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2330 W. Joppa Road, Suite 160, Lutherville, MD 21093 |
| Phone | 410-659-8900 |
| Fax | 410-659-8899 |
| Office hours | 8:30 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1468792 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.87B▲ 14%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,306 advisers
EmployeesTop 16%
More than 84% of 16,824 advisers
Assets under management
$6.87Bregulatory AUM
Discretionary $3.65BNon-discretionary $3.22B