Charles Lavrentios
Harbor Point Capital Management · Woburn, Massachusetts
Charles Lavrentios is a fee-only financial advisor at Harbor Point Capital Management in Woburn, Massachusetts. Harbor Point Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Harbor Point Capital Management |
|---|---|
| Based in | Woburn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $15.6M across 70 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4509981 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.harborpcm.com |
How Charles's firm compares
- Harbor Point Capital Management's average account is about $222,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Charles
Is Charles Lavrentios a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Harbor Point Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Harbor Point Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Charles Lavrentios based?
Charles Lavrentios is based in Woburn, Massachusetts.
Is Charles Lavrentios registered with the SEC?
Yes. Charles Lavrentios is registered as an investment adviser representative in MA (CRD 4509981), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harbor Point Capital Management manage?
Harbor Point Capital Management reports $15.6M across 70 accounts in assets under management.
How do I contact Charles Lavrentios?
Through Charles's website, www.harborpcm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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