SEC Form ADV

SAFE HARBOR FAMILY CAPITAL, LLC

Registered Investment AdviserNC
$613.9M
Assets Under Management
235
Total Clients
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Registration Details

Accession
CRD-317547
Location
CHAPEL HILL, NC
Filing Date
March 24, 2026
AUM
$613.9M
Total Clients
235
Amendment
No

About this Adviser

SAFE HARBOR FAMILY CAPITAL, LLC is a registered investment adviser headquartered in CHAPEL HILL, NC, managing approximately $613.9M in assets across 235 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.