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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HARBOR ADVISORY CORPORATION

CRD 105151

PORTSMOUTH, NH

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:d4b33a19-d4b2-de52-b20e-6ce239697a5f

Data as of May 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Mar 16, 2012 to May 14, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $481MItem 5.F on the latest filing (2026-05-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $481M
Private client RAUM: $476MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $160Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 395
Individual clients: 45
High net worth clients: 99
Custody, client assets: $34.7M
SEC number: 801-8915
CIK: 1100710
CRD: 105151
Filings on the tape: 29
First filed: Mar 16, 2012
Latest filed: May 14, 2026
Organised: Corporation, MA
Website: harboradvisory.com

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
WELD ROLLINS BUTLER	n/a	PORTSMOUTH, NH	30	40	n/a	no
JOHN JOSEPH DEGAN	n/a	PORTSMOUTH, NH	30	40	n/a	no
DANIEL ROBERT ZIBINSKAS	Chartered Financial Analyst	PORTSMOUTH, NH	5	33	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUTLER, WELD, ROLLINS	Trustee	E	yes	01/2017	Mar 16, 2012	May 31, 2024
BUTLER, WELD, ROLLINS	PRESIDENT, DIRECTOR	Na	yes	03/1986	Mar 16, 2012	May 31, 2024
DEGAN, JOHN, JOSEPH	DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	C	yes	06/1996	Mar 16, 2012	May 31, 2024
ZIBINSKAS, DANIEL, ROBERT	SENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT, TREASURER, CLERK	C	yes	11/2020	Dec 15, 2020	May 31, 2024
THE WELD R. BUTLER REVOCABLE TRUST	Shareholder	C	no	01/2017	May 31, 2024	May 31, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$481M	$481M	3	3	0	n/a	n/a
2024	Mar 27, 2025	$444M	$444M	3	3	0	n/a	n/a
2023	Mar 27, 2024	$403M	$402M	3	3	0	n/a	n/a
2022	Mar 30, 2023	$360M	$357M	3	3	0	n/a	n/a
2021	Mar 31, 2022	$392M	$383M	3	3	0	n/a	n/a
2020	Mar 31, 2021	$264M	$263M	3	3	0	n/a	n/a
2019	Mar 31, 2020	$163M	$162M	2	2	0	n/a	n/a
2018	Mar 29, 2019	$141M	$140M	2	2	0	n/a	n/a
2017	Mar 29, 2018	$152M	$151M	2	2	0	n/a	n/a
2016	Mar 30, 2017	$132M	$131M	2	2	n/a	n/a	n/a
2015	Mar 29, 2016	$124M	$122M	2	2	n/a	n/a	n/a
2014	Mar 23, 2015	$129M	$129M	2	2	n/a	n/a	n/a
2013	Mar 31, 2014	$124M	$124M	2	2	n/a	n/a	n/a
2012	Mar 27, 2013	$108M	$108M	2	2	n/a	n/a	n/a
2011	Mar 16, 2012	$115M	$115M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$481M	$444M	8.3%	$360M	10.2%	3	3	0	0

Relationships

Registered with (4)

← DANIEL ROBERT ZIBINSKASAdvisorregistration: current employment
Feb 16, 2021 to presentfactForm ADV
← JOHN JOSEPH DEGANAdvisorregistration: current employment
Sep 16, 1996 to presentfactForm ADV
← WELD ROLLINS BUTLERAdvisorregistration: current employment
Feb 5, 1996 to presentfactForm ADV
← JONI A STONEAdvisorregistration: previous registration
Feb 25, 2002 to Dec 13, 2004factForm ADV

Controls (3)

← DEGAN, JOHN, JOSEPHOwnerDIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 16, 2012 to May 31, 2024factForm ADV
← BUTLER, WELD, ROLLINSOwnerTRUSTEE, ownership code E, individual
Mar 16, 2012 to May 31, 2024factForm ADV
← ZIBINSKAS, DANIEL, ROBERTOwnerSENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT, TREASURER, CLERK, ownership code C, individual
Dec 15, 2020 to May 31, 2024factForm ADV

Owns (1)

← THE WELD R. BUTLER REVOCABLE TRUSTOwnerSHAREHOLDER, ownership code C, domestic entity
May 31, 2024 to May 31, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
Harbor Advisory Corporation reported RAUM $391.7M, up 49% from $263.8M (2021-03-31 to 2022-03-31)
Form ADVobserved 3 days ago
$128M
Occurred
Dec 15, 2020
Control person joined
Robert Daniel Zibinskas (Senior Portfolio Manager) appeared on Schedule A of Harbor Advisory Corporation
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4b33a19-d4b2-de52-b20e-6ce239697a5f
First observed: Mar 16, 2012
Last observed: May 14, 2026 4 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.

HARBOR ADVISORY CORPORATION

CRD 105151

PORTSMOUTH, NH

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:d4b33a19-d4b2-de52-b20e-6ce239697a5f

Data as of May 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WELD ROLLINS BUTLER

n/a

PORTSMOUTH, NH

n/a

JOHN JOSEPH DEGAN

n/a

PORTSMOUTH, NH

n/a

DANIEL ROBERT ZIBINSKAS

Chartered Financial Analyst

PORTSMOUTH, NH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUTLER, WELD, ROLLINS

Trustee

yes

01/2017

Mar 16, 2012

May 31, 2024

BUTLER, WELD, ROLLINS

PRESIDENT, DIRECTOR

yes

03/1986

Mar 16, 2012

May 31, 2024

DEGAN, JOHN, JOSEPH

DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER

yes

06/1996

Mar 16, 2012

May 31, 2024

ZIBINSKAS, DANIEL, ROBERT

SENIOR PORTFOLIO MANAGER, DIRECTOR, VICE PRESIDENT, TREASURER, CLERK

yes

11/2020

Dec 15, 2020

May 31, 2024

THE WELD R. BUTLER REVOCABLE TRUST

Shareholder

01/2017

May 31, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$481M

n/a

2024

Mar 27, 2025

$444M

n/a

2023

Mar 27, 2024

$403M

$402M

n/a

2022

Mar 30, 2023

$360M

$357M

n/a

2021

Mar 31, 2022

$392M

$383M

n/a

2020

Mar 31, 2021

$264M

$263M

n/a

2019

Mar 31, 2020

$163M

$162M

n/a

2018

Mar 29, 2019

$141M

$140M

n/a

2017

Mar 29, 2018

$152M

$151M

n/a

2016

Mar 30, 2017

$132M

$131M

n/a

2015

Mar 29, 2016

$124M

$122M

n/a

2014

Mar 23, 2015

$129M

n/a

2013

Mar 31, 2014

$124M

n/a

2012

Mar 27, 2013

$108M

n/a

2011

Mar 16, 2012

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$481M

$444M

8.3%

$360M

10.2%