Black Harbor Financial

Overview

Black Harbor Financial is a small, independent registered investment advisor focused on serving individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting, operating alongside a law practice. Investment activity is centered on public, exchange-listed equities, with advisory relationships that use a mix of fee approaches (percentage of AUM, hourly work and fixed fees). The firm does not identify as an active ESG investor and appears to take a straightforward, equity-focused approach to client portfolios rather than running a broad, multi-asset institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices