Harbor Advisory Corporation
- Regulatory AUM
- $481M
- Discretionary
- $481M
- Clients
- 144
- Avg AUM / client
- $3.3M
- Accounts
- 395
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $19.8M | 4.11% |
| High net worth individuals | 99 | $457M | 94.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.6M | 0.96% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Weld Rollins Butler | President, Director | Mar 1986 (40y) | ≈ 18.75% – 50% via The Weld R. Butler Revocable Trust | |
| John Joseph Degan | Director & Vice President, Chief Compliance Officer, Chief Investment Officer | Jun 1996 (30y) | 25% – 50% | |
| Daniel Robert Zibinskas | Senior Portfolio Manager, Director, Vice President, Treasurer, Clerk | CFA | Nov 2020 (6y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Weld R. Butler Revocable Trust | Shareholder | Jan 2017 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Weld Rollins Butler: 75% – 100% of The Weld R. Butler Revocable Trust × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 05/14/2026 | 974 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
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $270M (56% of AUM) May 2026
- Pershing $208M (43% of AUM) May 2026
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 14, 2026.
View current Form ADV (SEC/IAPD) ↗