DBA: HARBOR HILLS FINANCIAL ADVISORS
| Total AUM | $128.0M |
| Discretionary | $102.0M80% of AUM |
| Non-Discretionary | $26.0M |
| Client Accounts | 264 |
| Avg Account Size | $485K |
| Employees | 3 |
| Peak AUM | $128.0MMar 2026 |
| AUM CAGR | +8.8% /yrover 1 yrs · 4 filings |
Total AUM
$128M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $128M | +10.3% | — | — | — |
| Discretionary AUM | $102M | +14.6% | |||
| Total AUM | $128.0M |
| Discretionary | $102.0M |
| Employees | 3 |
| Client Accounts | 264 |
| Client Range | 101-250 |
Address
1485 EAST VALLEY ROAD SUITE 2
MONTECITO CA 93111
Phone
805-698-8172
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$102M
79.7% of AUM
Non-Discretionary
$26M
20.3% of AUM
Disc. mix ▲ 3.0pp vs 1 year ago
No related registrations reported
| — |
| — |
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| Non-Disc. AUM | $26M | 3.7% | — | — | — |
| Total Accounts | 264 | +13.8% | — | — | — |
| Avg Account Size | $484,848.485 | 3.0% | — | — | — |
| Employees | 3 | 0.0% | — | — | — |
| AUM / Employee | $43M | +10.3% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $124M | +26.1% | — | — | — |
| Institutional AUM | $4M | 75.6% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 134 | +91.4% | — | — | — |
| Institutional | 1 | 0.0% | — | — | — |
| Individuals | 7 | 78.8% | — | — | — |