HARBOR ADVISORY CORPORATION
B53
CRD 105151·SEC 801-8915·PORTSMOUTH, NH
AUM
$480.9M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $141.2M
'21 · $242.4M
'22 · $263.8M
'23 · $391.7M
'25 · $443.9M
'26 · $480.9M
'20'26
$141.2M → $480.9M▲ +241%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
500 MARKET STREET - SUITE 11PORTSMOUTH, NH 03801
Business
500 MARKET STREET - SUITE 11PORTSMOUTH, NH 03801
Edgar Recent Filings
13F-HR2026-05-07 · 0001765380-26-000184
13F-HR2026-02-06 · 0001765380-26-000072