Safe Harbor Fiduciary, LLC
Safe Harbor Fiduciary, LLC is an SEC-registered mass-market adviser in Pensacola, FL with $129.9M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Safe Harbor Fiduciary, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169659, SEC 801-121650, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $129.9M (2026-03-29)
- Firm type
- Mass-Market Adviser
- Location
- Pensacola, FL
- Employees
- 5
- Clients
- 346
- CRD
- 169659
- Ownership
- MCCAGHREN, SCOTT, RYAN
How much AUM does Safe Harbor Fiduciary, LLC have?
Safe Harbor Fiduciary, LLC reported $129.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Safe Harbor Fiduciary, LLC?
Disclosed owners and executives of Safe Harbor Fiduciary, LLC include MCCAGHREN, SCOTT, RYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.