Wealthharbor Capital Group, Llc
- Regulatory AUM
- $335M
- Discretionary
- $299M
- Clients
- 252
- Avg AUM / client
- $1.3M
- Accounts
- 374
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 129 | $17.6M | 5.27% |
| High net worth individuals | 59 | $120M | 35.9% |
| Pension and profit sharing plans | 58 | $187M | 55.8% |
| Charitable organizations | Fewer than 5 clients | $4.5M | 1.34% |
| Corporations and other businesses | 6 | $5.7M | 1.71% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Johnstone Supply Savings Plan Kipo, Llc | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Scott Grandbouche | Managing Partner, Cco | Jan 2005 (22y) | 75% or more | |
| Nicholas Aloysius Danna | Partner | Mar 2019 (7y) | Less than 5% | |
| Pierre Lemoine Adams | Partner | Mar 2019 (7y) | Less than 5% | |
| Mark Hilton Hooker | Registered representative | Oct 2017 (9y) | ||
| William C Beard | Registered representative | Oct 2017 (9y) | ||
| Brian Edward Currie | Registered representative | Mar 2021 (5y) | ||
| Bryan S Hayes | Registered representative | CFP | Mar 2026 (0y) | |
| Michael Thomas Fischer | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Johnstone Supply Savings Plan | Kipo, Llc | 166 | $10.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.01 MB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $146M (44% of AUM) Mar 2026
- Mg Trust Company $144M (43% of AUM) Mar 2026
- TD Ameritrade $85.7M (41% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗