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HARPSWELL CAPITAL ADVISORS, LLC
CRD 168996 · SEC 801-110825
500 US ROUTE 1, SUITE 203, YARMOUTH, ME, 04096, United States
Phone
207-926-1380
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$587.0M
Discretionary AUM
$587.0M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $5.8M |
| High net worth individuals | 6 | $20.6M |
| Banking/thrift institutions | 1 | $416K |
| Charitable organizations | 35 | $307.9M |
| State/municipal entities | 7 | $250.9M |
| Corporations/business entities | 2 | $1.4M |
States served
ME
All web addresses on file
Official SEC filing: View on IAPD