Harpswell Capital Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Harpswell Capital Advisors, registered in 2017, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. Harpswell Capital Advisors manages $178.9 million and provides investment advisory services for 31 clients (1:16 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 11
Minimum Investment $2,500,000
Average Client Balance $5,771,457
Total AUM $178.9 million
Advisor / Client Ratio 1:16
Headquarters New Gloucester, ME
SEC Filings View SEC IAPD CRD #168996
State(s) Registered AL, ME, MA, NY, VT

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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.