Data / Investment advisers / South Carolina / Harbour Wealth Management Group, Inc.
Harbour Wealth Management Group, Inc., Daniel Island, SC: $266 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Harbour Wealth Management Group, Inc. is an SEC registered investment adviser with its main office in Daniel Island, South Carolina and reports $266 million in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Harbour Wealth Management Group, Inc. (CRD number 314496): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 314496
- SEC file number
- 801-121292
- SEC status
- Approved, effective May 24, 2021
- Main office
- 126 Seven Farms Drive Ste 150, Daniel Island, SC 29492
- Phone
- (843) 377-8448
- Regulatory AUM
- $266,163,310 in the Form ADV filed August 18, 2026
- Discretionary AUM
- $233,359,544
- Non discretionary AUM
- $32,803,766
- Accounts
- 514
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $198.5 million |
| Pension and profit sharing plans | 11 | $30.2 million |
| Individuals (other than high net worth individuals) | 67 | $25 million |
| Corporations or other businesses | 4 | $9.8 million |
| Charitable organizations | Fewer than 5 | $2.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $266.2 million | March 26, 2026 |
| December 1, 2025 | $191.3 million | February 21, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oak Advisors, LLC | Bluffton | $284.7 million | Not listed | adviserinfo.sec.gov |
| Copperleaf Capital, LLC | Clover | $281.6 million | Not listed | adviserinfo.sec.gov |
| Riverbend Wealth Management, LLC | Myrtle Beach | $281 million | Not listed | adviserinfo.sec.gov |
| Capasso Planning Partners LLC | Charleston | $274.2 million | Not listed | adviserinfo.sec.gov |
| JP Wealth Management, Inc. | Mt. Pleasant | $274 million | Not listed | adviserinfo.sec.gov |
| Charleston Financial Advisors, LLC | Charleston | $262.4 million | Not listed | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | $239.1 million | Not listed | adviserinfo.sec.gov |
| Concorde Financial Resources | York | $231 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Harbour Wealth Management Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.