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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

CRD 322018

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f8dd7a9-63a0-a818-f6dc-e0ca6d46e00c

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Apr 17, 2026 to Apr 17, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

American Harbour Wealth Management, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $94.7MItem 5.F on the latest filing (2026-04-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $94.7M
Private client RAUM: $84.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 200
Individual clients: 146
High net worth clients: 32
Custody, client assets: $93.7M
CRD: 322018
Filings on the tape: 1
First filed: Apr 17, 2026
Latest filed: Apr 17, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC JAMES HOEBBEL	Certified Financial Planner	ORLANDO, FL	4	30	3	no
GREGORY MORRIS BEARDSLEE	n/a	ORLANDO, FL	4	32	3	yes
MATTHEW BERNARD HAUSHALTER	n/a	ORLANDO, FL	3	14	3	no

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DELTA CAPITAL MANAGEMENT, LLC	3	Feb 9, 2023	Mar 17, 2023	MAITLAND, FL	Team lift out	RIA to state RIA	42.9%

Relationships

Registered with (3)

← MATTHEW BERNARD HAUSHALTERAdvisorregistration: current employment
Mar 17, 2023 to presentfactForm ADV
← GREGORY MORRIS BEARDSLEEAdvisorregistration: current employment
Aug 16, 2022 to presentfactForm ADV
← ERIC JAMES HOEBBELAdvisorregistration: current employment
May 19, 2022 to presentfactForm ADV

Moved with (1)

← DELTA CAPITAL MANAGEMENT, LLCRegistered adviser3 advisors, team lift out, same day
Feb 9, 2023 to Mar 17, 2023factForm ADV

Dated events

Occurred
Feb 9, 2023
Team lift-out
3 advisors left Delta Capital Management, LLC (Maitland, FL) for American Harbour Wealth Management, LLC on the same day
Form ADVobserved 5 days ago
3 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f8dd7a9-63a0-a818-f6dc-e0ca6d46e00c
First observed: Apr 17, 2026
Last observed: Apr 17, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

CRD 322018

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f8dd7a9-63a0-a818-f6dc-e0ca6d46e00c

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC JAMES HOEBBEL

Certified Financial Planner

ORLANDO, FL

GREGORY MORRIS BEARDSLEE

n/a

ORLANDO, FL

yes

MATTHEW BERNARD HAUSHALTER

n/a

ORLANDO, FL

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DELTA CAPITAL MANAGEMENT, LLC

Feb 9, 2023

Mar 17, 2023

MAITLAND, FL

Team lift out

RIA to state RIA

42.9%