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HARBOR GROUP INTERNATIONAL, LLC

NORFOLK, VA · CRD 285895 · IAPD ↗ · hgilending.com · 757-640-0800

$3.79BRegulatory AUM
46Advisory reps
293Employees
0Clients
n/aPlanning clients
74Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — HARBOR GROUP INTERNATIONAL, LLC shrank from 57 to 46 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — HARBOR GROUP INTERNATIONAL, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2025 — HARBOR GROUP INTERNATIONAL, LLC grew from 50 to 57 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
November 2024 — HARBOR GROUP INTERNATIONAL, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2024 — HARBOR GROUP INTERNATIONAL, LLC reported RAUM up 37% ($2.75B -> $3.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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