Important Disclosures

Investment Adviser Registration

Prudent Harbor Advisors, LLC is an investment adviser registered in the State of North Carolina. Registration does not imply a certain level of skill or training. The firm transacts business only in states where it is registered or qualifies for an exemption.

No Offer or Solicitation

Nothing on this website is an offer or solicitation to buy or sell any security or to provide advisory services where the firm is not registered or exempt. Information here is general and educational, not individualized investment, legal, or tax advice.

Investment Risk

All investing involves risk, including possible loss of principal. Past performance is not indicative of future results. No strategy, including diversification, guarantees a profit or protects against loss.

Illustrations & Calculators

Any calculators, examples, or projections (including the Fee Calculator) are hypothetical and for illustration only, rely on assumptions that may not reflect your situation, and are not a guarantee of any result. Actual fees depend on your assets and holdings; see our fee schedule and Form ADV.

Form ADV

Our Form ADV Part 2A brochure and Part 2B brochure supplement describe our services, fees, and conflicts of interest and are available from the SEC: PRUDENT HARBOR ADVISORS - Investment Adviser Firm.

Third-Party Links

We are not responsible for and do not endorse the content of third-party sites linked here.

Last updated: October 11, 2026.

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