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SAFE HARBOR FAMILY CAPITAL, LLC
CRD 317547 · SEC 801-122963
123 WEST FRANKLIN STREET, SUITE 540, CHAPEL HILL, NC, 27516, United States
Phone
919-537-7110
Fax
919-537-7102
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$613.9M
Discretionary AUM
$352.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $227.5M |
| Charitable organizations | 2 | $386.4M |
States served
NC, TX
Official SEC filing: View on IAPD