SAFE HARBOR FAMILY CAPITAL, LLC

123 West Franklin Street
Suite 540
Chapel Hill, North Carolina 27516
Tel: 919-537-7110

About SAFE HARBOR FAMILY CAPITAL, LLC

SAFE HARBOR FAMILY CAPITAL, LLC, formally registered with the SEC as SAFE HARBOR FAMILY CAPITAL, LLC. The firm was established in 01/03/2022. They have over 1 offices throughout the country.

SAFE HARBOR FAMILY CAPITAL, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $509,203,338 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317547
SEC#	801-122963
Assets Managed by Firm	$509,203,338
No. of Clients	222
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	222	$509,203,338
High net worth individuals	9	$226,493,641
Charitable organizations	1	$282,709,697

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