The Harbor Group, Inc.
- Regulatory AUM
- $2.0B
- Discretionary
- $1.9B
- Clients
- 700
- Avg AUM / client
- $2.9M
- Accounts
- 3,734
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 244 | $188M | 9.42% |
| High net worth individuals | 456 | $1.8B | 90.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.9M | 0.4% |
| Charitable organizations | Fewer than 5 clients | $4.4M | 0.22% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Michael Riley | President / Chief Executive Officer | CFP Chartered Financial Consultant | Dec 1994 (32y) | Less than 5% |
| Ryan Joseph Callaghan | Chief Investment Officer | CFP CFA | Aug 2012 (14y) | Less than 5% |
| Christopher Robert Macbean | Chief Compliance Officer (02/2024) / Chief Planning Officer | CFP | Oct 2014 (12y) | Less than 5% |
| Christopher Barnes | Registered representative | CFP | Jan 2021 (6y) | |
| Michael P. Doyle | Registered representative | CFP | Apr 2022 (4y) | |
| Adam John Bergeron | Registered representative | CFP | Apr 2022 (4y) | |
| Peter Ka Lee | Registered representative | CFP | Nov 2022 (4y) | |
| Cameron Larange Murphy | Registered representative | CFP | Mar 2024 (2y) | |
| Joshua Massa | Registered representative | CFP | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Timothy M Riley Revocable Trust Of 1998 | Shareholder | Aug 2022 | A | 50% – 75% |
| Christopher R Macbean Revocable Trust Of 2022 | Shareholder | Aug 2022 | A | 25% – 50% |
| Ryan J Callaghan Revocable Trust Of 2022 | Shareholder | Aug 2022 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 996 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (87% of AUM) May 2026
- National Financial Services (Fidelity) $283M (18% of AUM) May 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗