# Harbour Wealth Management Group, Inc.

> Harbour Wealth Management Group, Inc. is an SEC-registered investment advisory firm in Daniel Island, SC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 314496
- Filed as: HARBOUR WEALTH MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Daniel Island, SC
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314496
- AdvisorCensus page: https://advisorcensus.com/firm/harbour-wealth-management-group-inc-daniel-island-sc-314496

## Quick answers

**How is Harbour Wealth Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Harbour Wealth Management Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Harbour Wealth Management Group, Inc. charge?**
Its Form ADV Part 2A brochure dated August 18, 2026 states: Hourly rate: $500 an hour (standalone financial planning services); Flat fee: $50,000 a year (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Harbour Wealth Management Group, Inc. located?**
Harbour Wealth Management Group, Inc.'s principal office is in Daniel Island, SC, according to its Form ADV.

**Is Harbour Wealth Management Group, Inc. registered with the SEC or a state?**
Harbour Wealth Management Group, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314496.

**How much does Harbour Wealth Management Group, Inc. manage?**
Harbour Wealth Management Group, Inc. reports $266,163,310 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (88% discretionary).

**How have Harbour Wealth Management Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Harbour Wealth Management Group, Inc.: Regulatory assets under management: $168,330,565 in the October 2021 data and $266,163,310 in the October 2026 data, up 58%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harbour Wealth Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (55); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Harbour Wealth Management Group, Inc. use?**
Harbour Wealth Management Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Harbour Wealth Management Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314496

**Does Harbour Wealth Management Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated August 18, 2026 says: "HWMG generally requires a minimum relationship size of $1,000,000, which can be waived at the Advisor’s sole discretion."

**What changed in Harbour Wealth Management Group, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 18, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> HWMG generally requires a minimum relationship size of $1,000,000, which can be waived at the Advisor’s sole discretion.

- Hourly rate: $500 an hour (standalone financial planning services)

> For standalone financial planning services, HWMG offers services on an hourly and fixed fee basis. Hourly fees range up to $500 per hour.

- Flat fee: $50,000 a year (standalone financial planning services)

> Fixed fees range up to $50,000 annually. Fees may be negotiable based on the nature and complexity of the services to be provided

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $266,163,310
- Discretionary: $233,359,544
- Non-discretionary: $32,803,766

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $24,981,205 |
| High net worth individuals | 55 | $198,497,297 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $30,198,392 |
| Charitable organizations | Fewer than 5 | $2,735,615 |
| Corporations or other businesses not listed above | 4 | $9,750,801 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, NH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harbourwealthmanagement.com
- Facebook @harbourwmg
- X @harbourwmg
- YouTube @harbourwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $168,330,565 | 3 | September 21, 2021 |
| October 2022 | $157,528,874 | 3 | July 13, 2022 |
| October 2023 | $149,129,580 | 3 | August 2, 2023 |
| October 2024 | $174,104,918 | 4 | July 25, 2024 |
| October 2025 | $191,288,183 | 4 | February 21, 2025 |
| October 2026 | $266,163,310 | 5 | August 18, 2026 |

Regulatory assets under management: $168,330,565 in the October 2021 data and $266,163,310 in the October 2026 data, up 58%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $191,288,183 to $266,163,310 (+39%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harbour Wealth Management Group, Inc. (CRD 314496): Form ADV filing data as of October 2026.