HARBOR INVESTMENT ADVISORY, LLC
CRD #151085 SEC #801-70893 LUTHERVILLE, MD 410-659-8900
SEC Registered Broker-Dealer
Total AUM
$6B
Discretionary
$3.2B
Employees
34
Clients
10
Accounts
3,326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6B | $3.2B | $2.8B | 34 | 52 |
| Sep 2024 | $5.2B | $2.7B | $2.5B | 33 | 34 |
| Mar 2024 | $5.2B | $2.7B | $2.5B | 33 | 34 |
| Mar 2023 | $4.2B | $2.1B | $2.2B | 34 | 30 |
| Apr 2022 | $4.7B | $2.3B | $2.3B | 30 | 22 |
| Mar 2022 | $4.7B | $2.3B | $2.3B | 30 | 22 |
| Feb 2022 | $3.7B | $1.7B | $2B | 30 | 20 |
| Aug 2021 | $3.7B | $1.7B | $2B | 30 | 20 |
| Mar 2021 | $3.7B | $1.7B | $2B | 30 | 20 |
| Jun 2020 | $2.8B | $1.3B | $1.5B | 29 | 27 |
| May 2020 | $2.8B | $1.3B | $1.5B | 29 | 27 |
| Mar 2020 | $2.8B | $1.3B | $1.5B | 29 | 27 |
| Feb 2020 | $2.3B | $1.1B | $1.3B | 29 | 27 |
| Mar 2019 | $2.3B | $1.1B | $1.3B | 29 | 0 |
| Jul 2018 | $2.1B | $917.3M | $1.2B | 29 | 0 |
| Mar 2018 | $2.1B | $917.3M | $1.2B | 29 | 0 |
| Aug 2017 | $1.5B | $545.6M | $925.2M | 22 | 1,000 |
| Mar 2017 | $1.5B | $545.6M | $925.2M | 22 | 1,000 |
| Jul 2016 | $1.3B | $498.7M | $816.3M | 22 | 1,000 |
| Jun 2016 | $932.1M | $344.6M | $587.5M | 22 | 1,000 |
| Mar 2016 | $932.1M | $344.6M | $587.5M | 22 | 1,000 |
| Jan 2016 | $932.1M | $344.6M | $587.5M | 22 | 1,000 |
| Nov 2015 | $795.4M | $248.2M | $547.2M | 16 | 400 |
| Mar 2015 | $669.7M | $101.9M | $567.7M | 16 | 400 |
| Mar 2015 | $669.7M | $101.9M | $567.7M | 16 | 400 |
| Nov 2014 | $536.7M | $92.7M | $444.1M | 15 | 400 |
| Mar 2014 | $536.7M | $92.7M | $444.1M | 15 | 400 |
| Jan 2013 | $301.4M | $41.8M | $259.6M | 12 | 300 |
| Apr 2012 | $218M | $37.6M | $180.4M | 11 | 300 |
| Jan 2012 | $218M | $37.6M | $180.4M | 11 | 300 |
| Dec 2011 | $136.8M | $13.4M | $123.5M | 11 | 101 |
| Mar 2011 | $136.8M | $13.4M | $123.5M | -- | -- |
| Mar 2011 | $155.6M | $13.9M | $141.7M | 10 | -- |
| Jan 2011 | $86.9M | $12.2M | $74.6M | 10 | -- |
| Dec 2010 | $86.9M | $12.2M | $74.6M | 10 | -- |
| Apr 2010 | $86.9M | $12.2M | $74.6M | 10 | -- |
| Jan 2010 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$6B
Discretionary$3.2B
Non-Disc.$2.8B
Employees34
Clients52
DateSep 2024
Total AUM$5.2B
Discretionary$2.7B
Non-Disc.$2.5B
Employees33
Clients34
DateMar 2024
Total AUM$5.2B
Discretionary$2.7B
Non-Disc.$2.5B
Employees33
Clients34
DateMar 2023
Total AUM$4.2B
Discretionary$2.1B
Non-Disc.$2.2B
Employees34
Clients30
DateApr 2022
Total AUM$4.7B
Discretionary$2.3B
Non-Disc.$2.3B
Employees30
Clients22
DateMar 2022
Total AUM$4.7B
Discretionary$2.3B
Non-Disc.$2.3B
Employees30
Clients22
DateFeb 2022
Total AUM$3.7B
Discretionary$1.7B
Non-Disc.$2B
Employees30
Clients20
DateAug 2021
Total AUM$3.7B
Discretionary$1.7B
Non-Disc.$2B
Employees30
Clients20
DateMar 2021
Total AUM$3.7B
Discretionary$1.7B
Non-Disc.$2B
Employees30
Clients20
DateJun 2020
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees29
Clients27
DateMay 2020
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees29
Clients27
DateMar 2020
Total AUM$2.8B
Discretionary$1.3B
Non-Disc.$1.5B
Employees29
Clients27
DateFeb 2020
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.3B
Employees29
Clients27
DateMar 2019
Total AUM$2.3B
Discretionary$1.1B
Non-Disc.$1.3B
Employees29
Clients0
DateJul 2018
Total AUM$2.1B
Discretionary$917.3M
Non-Disc.$1.2B
Employees29
Clients0
DateMar 2018
Total AUM$2.1B
Discretionary$917.3M
Non-Disc.$1.2B
Employees29
Clients0
DateAug 2017
Total AUM$1.5B
Discretionary$545.6M
Non-Disc.$925.2M
Employees22
Clients1,000
DateMar 2017
Total AUM$1.5B
Discretionary$545.6M
Non-Disc.$925.2M
Employees22
Clients1,000
DateJul 2016
Total AUM$1.3B
Discretionary$498.7M
Non-Disc.$816.3M
Employees22
Clients1,000
DateJun 2016
Total AUM$932.1M
Discretionary$344.6M
Non-Disc.$587.5M
Employees22
Clients1,000
DateMar 2016
Total AUM$932.1M
Discretionary$344.6M
Non-Disc.$587.5M
Employees22
Clients1,000
DateJan 2016
Total AUM$932.1M
Discretionary$344.6M
Non-Disc.$587.5M
Employees22
Clients1,000
DateNov 2015
Total AUM$795.4M
Discretionary$248.2M
Non-Disc.$547.2M
Employees16
Clients400
DateMar 2015
Total AUM$669.7M
Discretionary$101.9M
Non-Disc.$567.7M
Employees16
Clients400
DateMar 2015
Total AUM$669.7M
Discretionary$101.9M
Non-Disc.$567.7M
Employees16
Clients400
DateNov 2014
Total AUM$536.7M
Discretionary$92.7M
Non-Disc.$444.1M
Employees15
Clients400
DateMar 2014
Total AUM$536.7M
Discretionary$92.7M
Non-Disc.$444.1M
Employees15
Clients400
DateJan 2013
Total AUM$301.4M
Discretionary$41.8M
Non-Disc.$259.6M
Employees12
Clients300
DateApr 2012
Total AUM$218M
Discretionary$37.6M
Non-Disc.$180.4M
Employees11
Clients300
DateJan 2012
Total AUM$218M
Discretionary$37.6M
Non-Disc.$180.4M
Employees11
Clients300
DateDec 2011
Total AUM$136.8M
Discretionary$13.4M
Non-Disc.$123.5M
Employees11
Clients101
DateMar 2011
Total AUM$136.8M
Discretionary$13.4M
Non-Disc.$123.5M
Employees--
Clients--
DateMar 2011
Total AUM$155.6M
Discretionary$13.9M
Non-Disc.$141.7M
Employees10
Clients--
DateJan 2011
Total AUM$86.9M
Discretionary$12.2M
Non-Disc.$74.6M
Employees10
Clients--
DateDec 2010
Total AUM$86.9M
Discretionary$12.2M
Non-Disc.$74.6M
Employees10
Clients--
DateApr 2010
Total AUM$86.9M
Discretionary$12.2M
Non-Disc.$74.6M
Employees10
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--