HARBOR HILLS, INC.

HARBOR HILLS, INC. of MONTECITO, CA is an SEC-registered investment adviser (CRD 312691). Regulatory assets under management: $128.0M.

Registration

• CRD: 312691
• SEC file number: 801-132064
• Type: Registered investment adviser
• Location: 1485 EAST VALLEY ROAD SUITE 2, MONTECITO, CA, 93111
• Phone: 805-698-8172
• Latest filing: 2026-03-23
• Regulatory AUM: $128.0M
• Discretionary AUM: $102.0M
• Non-discretionary AUM: $26.0M
• Clients: 3
• Accounts: 264

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312691 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search