The Harbor Group, Inc.
● SEC registered since 1984CRD 105637SEC# 801-22924Bedford, NH
Reg. AUM
$2B
Employees
22
Accounts
3,734
Location
Bedford, NH
The Harbor Group, Inc. assets under management
The Harbor Group, Inc. is an investment advisory firm registered with the SEC based in Bedford, NH. The firm has been registered since 1984. It reports $2 billion in regulatory assets under management and employs 22 people.
The Harbor Group, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher R MacBean Revocable Trust of 2022 Control | Shareholder | 25-50% | 2022 |
| Christopher Robert MacBean Control | Chief Compliance Officer (02/2024) / Chief Planning Officer | Under 5% | 2021 |
| Ryan J Callaghan Revocable Trust of 2022 Control | Shareholder | 25-50% | 2022 |
| Ryan Joseph Callaghan Control | Chief Investment Officer | Under 5% | 2021 |
| Timothy M Riley Revocable Trust of 1998 Control | Shareholder | 50-75% | 2022 |
| Timothy Michael Riley Control | President / Chief Executive Officer | Under 5% | 2021 |
| Christopher Robert MacBean Control | Trustee | — | 2022 |
| Ryan Joseph Callaghan Control | Trustee | — | 2022 |
| Timothy Michael Riley Control | Trustee | — | 1998 |
Frequently asked questions
How much does The Harbor Group, Inc. manage?
The Harbor Group, Inc. reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does The Harbor Group, Inc. have?
The Harbor Group, Inc. reports 22 employees.
Where is The Harbor Group, Inc. located?
The Harbor Group, Inc. is based in Bedford, NH and has been SEC-registered since 1984.
Does The Harbor Group, Inc. disclose fund performance?
The Harbor Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 331 South River Road, Bedford, NH 03110 |
| Phone | 603-668-0634 |
| Fax | 603-668-4561 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1840486 |
| Discloses disciplinary history | No |
Regulatory AUM
$2B▲ 15%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,306 advisers
EmployeesTop 22%
More than 78% of 16,824 advisers
Assets under management
$2Bregulatory AUM
Discretionary $1.94BNon-discretionary $53.6M