Multi-Family OfficeRIA · CRD 105151SEC-Registered

Updated:

Harbor Investment Advisory

Harbor Investment Advisory was established in 2009 by Fred C. Hill, Jr. and Robert W. Black III. The founders assembled the firm to deliver integrated services...

Harbor Investment Advisory logo

Harbor Investment Advisory

Harbor Investment Advisory was established in 2009 by Fred C. Hill, Jr. and Robert W. Black III. The founders assembled the firm to deliver integrated services to multiple families rather than a single lineage. Wealth origin remains undisclosed in public materials. The firm deploys capital through direct co-investments, SPVs, fund-of-funds commitments, and philanthropic vehicles. Asset classes include public equities, private markets, and digital assets. Confirmed holdings include positions in Grayscale Bitcoin Mini Trust and ARK 21Shares Bitcoin ETF. Additional exposure covers equine and land preservation interests in Maryland. Geographic focus stays within North America. Ned Worthington contributes to the land-related activities. The firm reports $6 billion under management. It maintains two offices in Maryland and participates in the FINRA Small Firm Advisory Board and the Institute for Portfolio Alternatives. Harbor Advisory In the Community serves as the philanthropic arm. No operational events from the last 24 months appear in available records. Harbor maintains a hybrid structure that combines multi-family office services with active sponsorship of industry associations. This setup allows participation in regulatory discussions through the FINRA board while executing client mandates. The model separates client portfolios from the firm's own community initiatives.

General information

Firm type

Multi Family Office

Year founded

2009

Location

Region

North America

Country

United States

City

Portsmouth

Corporate office

Lutherville, MD, United States

Additional offices

Rockville, MD, United States

Principals

Fred C. Hill, Jr.

Managing Principal and CEO

Robert W. Black III

Managing Director and Financial Advisor

Ned Worthington

Senior Advisor

Sector focus

Private MarketsDigital Assets

Frequently asked questions

Who runs investment decisions at Harbor Investment Advisory?

Fred C. Hill, Jr. serves as Managing Principal and CEO. Robert W. Black III acts as Managing Director and Financial Advisor. Both founders retain primary responsibility for client mandates.

Does Harbor Investment Advisory participate in fund commitments or only direct deals?

The firm uses both approaches. It executes direct co-investments and SPVs alongside fund-of-funds commitments.

What investment stages does Harbor Investment Advisory typically target?

Harbor covers public equities and private markets without a single-stage restriction. Holdings include listed cryptocurrency products and land-related interests.

How is Harbor Investment Advisory related to Maryland Council on Economic Education?

The firm acts as a major sponsor and board participant with the Maryland Council on Economic Education.

Where does Harbor Investment Advisory maintain offices?

Headquarters sit at 2330 West Joppa Road, Suite 160, Lutherville, MD. A second office operates at 51 Monroe Place, Suite 1901, Rockville, MD.

Does Harbor Investment Advisory maintain philanthropic structures?

Yes. Harbor Advisory In the Community functions as the dedicated philanthropic vehicle separate from client accounts.

What geographic regions does Harbor Investment Advisory cover?

Activity remains concentrated in North America with specific holdings in Maryland.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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