Safe Harbor Family Capital, LLC
Safe Harbor Family Capital, LLC is an SEC-registered ria in Chapel Hill, NC with $613.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Safe Harbor Family Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317547, SEC 801-122963, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $613.9M (2026-03-24)
- Firm type
- Ria
- Location
- Chapel Hill, NC
- Employees
- 3
- Clients
- 12
- CRD
- 317547
- Ownership
- BODE, PAUL, T; Soliman, Samuel; THE SHFC TRUST; Soliman, Samuel, Eden
How much AUM does Safe Harbor Family Capital, LLC have?
Safe Harbor Family Capital, LLC reported $613.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Safe Harbor Family Capital, LLC?
Disclosed owners and executives of Safe Harbor Family Capital, LLC include BODE, PAUL, T, Soliman, Samuel, THE SHFC TRUST, Soliman, Samuel, Eden. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.