RIA Intelligence

HARPSWELL CAPITAL ADVISORS, LLC

CRD #168996 SEC #801-110825 YARMOUTH, ME 207-926-1380
SEC Registered
Total AUM
$497.4M
Discretionary
$497.4M
Employees
6
Clients
10
Accounts
64

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RALPH, WENDY, KICHIEF COMPLIANCE OFFICERNA Control
RALPH, WENDY, KICHIEF COMPLIANCE OFFICERNA Control
RALPH, WENDY, KICHIEF COMPLIANCE OFFICERNA Control
RALPH, WENDY, KICHIEF COMPLIANCE OFFICERNA Control
MOORE, JOHN, PATRICKIMANAGING DIRECTOR/PRESIDENTE Control
MOORE, JOHN, PATRICKIMANAGING DIRECTOR/PRESIDENTE Control
MOORE, JOHN, PATRICKIMANAGING DIRECTOR/PRESIDENTE Control
MOORE, JOHN, PATRICKIMANAGING DIRECTOR/PRESIDENTE Control
MOORE, JOHN, PATRICKIMANAGING DIRECTOR/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING DIRECTOR/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
MOORE, JOHN, PATRICKIMANAGING MEMBER/PRESIDENT/CCOE Control
Bryant, Vanessa, MichelleIVICE PRESIDENTA Control
Bryant, Vanessa, MichelleIVICE PRESIDENTA Control
Bryant, Vanessa, MichelleIVICE PRESIDENTA Control
Bryant, Vanessa, MichelleIVICE PRESIDENTA Control
Bryant, Vanessa, MichelleIVICE PRESIDENTA Control
Bryant, Vanessa, MichelleIVICE PRESIDENTA Control
Bryant, Vanessa, MichelleIVICE PRESIDENTA Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (5)

AL MA ME NY VT

Address

500 US ROUTE 1
SUITE 203
YARMOUTH, ME 04096
United States
Phone: 207-926-1380