# HARBOR INVESTMENT ADVISORY, LLC

HARBOR INVESTMENT ADVISORY, LLC of LUTHERVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 151085
- Type: SEC-registered investment adviser
- SEC file number: 801-70893
- Location: 2330 W. JOPPA ROAD, SUITE 160, LUTHERVILLE, MD, 21093
- Phone: 410-659-8900
- Latest filing: 2026-03-27
- Regulatory AUM: $6.9B
- Discretionary AUM: $3.7B
- Non-discretionary AUM: $3.2B
- Clients: 35
- Accounts: 3,540

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Robert Wilmer Iii Black | MEMBER; VICE PRESIDENT | — |
| Raymond Patrick Dean | TREASURER AND SECRETARY | — |
| Fred Cregan Jr Hill | MEMBER; PRESIDENT | — |
| William Christopher Schadty | CHIEF COMPLIANCE OFFICER | — |
| KELLY WILLIAM JOHN | MEMBER; PRESIDENT | — |
| LEGAYE MELINDA GREIDER | FINOP/CFO | — |
| BRENNEN ELIZABETH BOND | CEO, CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; COO/CCO (+3 more) | — |
| BLACK ROBERT WILMER III | MEMBER; VICE PRESIDENT; VICE PRESIDENT/SECRETARY | — |
| DEAN RAYMOND PATRICK | FINOP/CFO; TREASURER AND SECRETARY | — |
| HILL FRED CREGAN JR | MEMBER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SCHADTY WILLIAM CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ROCKVILLE | MD | 1 | 4106598905 |
| ROCKVILLE | MD | 1 | 4106598905 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151085/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151085/similar
- Related entities: https://search.stillhousedata.com/firm/151085/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151085

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.