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SAFE HARBOR FAMILY CAPITAL, LLC
CRD 317547File 801-122963
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$613.9M
Above cohort median (national)
Discretionary AUM
$352.9M
Non-discretionary $261.0M
Clients
12
235 accounts
Employees
3
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 3, 2022
- Principal office
- 123 WEST FRANKLIN STREET, SUITE 540, CHAPEL HILL, NC, 27516
- Phone
- 919-537-7110
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $613.9M
- Discretionary AUM
- $352.9M
- Non-discretionary AUM
- $261.0M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 186
- Total accounts
- 235
- AUM per client
- $51.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $386.4M |
| High net worth individuals | 10 | $227.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.