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SAFE HARBOR FAMILY CAPITAL, LLC

CHAPEL HILL, NC · CRD 317547 · IAPD ↗ · 919-537-7110

$613.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — SAFE HARBOR FAMILY CAPITAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — SAFE HARBOR FAMILY CAPITAL, LLC crossed $500M in regulatory AUM ($384.8M -> $509.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.