NEW Harbor Financial Group, LLC
SEC RegisteredDisciplined investment management. Analysis over hype.
About the firm
Founded in 2005, New Harbor Financial Group is a privately owned investment advisory firm that provides risk-managed investing and financial guidance to individuals, families and institutions. The independent fiduciary advisors at New Harbor Financial Group navigate the crosscurrents of the global economy to help people, families, and institutions protect their assets and grow their purchasing power over time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
New Harbor Financial Group offers fee-based asset management services, risk-managed investing, and a full range of financial planning and guidance services. The firm is an active investment manager and does not outsource portfolios to third-party money managers. Services are available in all 50 states.
Who they serve
Individuals, families, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 728 | $243M |
| High Net Worth Individuals | 282 | $563M |
| Charitable Organizations | 4 | $6.9M |
| State/Municipal Entities | 5 | — |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEW Harbor Financial Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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