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Harbor Advisory Corporation

● SEC registered since 1972CRD 105151SEC# 801-8915Portsmouth, NH
Export (members)
Reg. AUM
$480.9M
Employees
3
Accounts
395
Location
Portsmouth, NH

Harbor Advisory Corporation assets under management

Harbor Advisory Corporation is a registered investment adviser overseen by the SEC based in Portsmouth, NH. The firm has been registered since 1972. It reports $480.9 million in regulatory assets under management and employs 3 people.

Harbor Advisory Corporation owners & executives

6 reported
NameTitleOwnershipSince
Andrew S WarningChief Compliance OfficerUnder 5%2025
Daniel Robert Zibinskas ControlSenior Portfolio Manager, Director, Vice President, Treasurer, Clerk25-50%2020
John Joseph Degan ControlDirector & Vice President, Chief Investment Officer25-50%1996
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Frequently asked questions

How much does Harbor Advisory Corporation manage?

Harbor Advisory Corporation reports $480.9 million in regulatory assets under management on its Form ADV.

How many employees does Harbor Advisory Corporation have?

Harbor Advisory Corporation reports 3 employees.

Where is Harbor Advisory Corporation located?

Harbor Advisory Corporation is based in Portsmouth, NH and has been SEC-registered since 1972.

Does Harbor Advisory Corporation disclose fund performance?

Harbor Advisory Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Market St., Suite 1a, Portsmouth, NH 03801
Phone603-431-5740
Fax603-431-2927
Office hours8:30 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
CIK1100710
Discloses disciplinary historyNo

Regulatory AUM

$480.9M▲ 19%
Feb '25 — $402.8MMar '25 — $443.9MApr '25 — $443.9MMay '25 — $443.9MJun '25 — $443.9MJul '25 — $443.9MAug '25 — $443.9MSep '25 — $443.9MOct '25 — $443.9MNov '25 — $443.9MDec '25 — $443.9MJan '26 — $443.9MFeb '26 — $443.9MMar '26 — $480.9MApr '26 — $480.9MMay '26 — $480.9MJun '26 — $480.9M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$480.9Mregulatory AUM
Discretionary $480.9M