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HARPSWELL CAPITAL ADVISORS, LLC

YARMOUTH, ME · CRD 168996 · IAPD ↗ · 207-926-1380

$587.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — HARPSWELL CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($497.4M -> $587.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2025 — HARPSWELL CAPITAL ADVISORS, LLC moved its main office from NEW GLOUCESTER, ME to YARMOUTH, ME.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.