Investment adviser · CRD 317547
SAFE HARBOR FAMILY CAPITAL, LLC
Investment adviser filing (IA)
CHAPEL HILL, NC, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $614M Form ADV · Item 5.F
- Client accounts
- 235 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | $386,365,777 | 62.9% |
| High-net-worth individuals | 10 | $227,490,822 | 37.1% |
Filing source
Form ADV 2075270 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
123 WEST FRANKLIN STREET, SUITE 540CHAPEL HILL, NC, 27516, United States
CRD 317547
Filing source
Form ADV 2075270 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.