Safe Harbor Family Capital, LLC
Firm details
- Headquarters
- Chapel Hill, North Carolina
- CRD number
- 317547
- Registered since
- January 3, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations62.94%
- HNWI37.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Safe Harbor Family Capital, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (initial registration 2022) and is run by an individual owner. It positions itself as a capital allocator and advisory firm serving both individual/family and institutional clients. Compensation is on a percentage-of-AUM basis. Advisory services listed include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds35%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents15%
- US Government Bonds8%
- State & Local Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$137M in ETFs
63%
$86.4M
21%
$50.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $35.8M | 95,765 | 26.16% |
Location
Chapel Hill, NC
Orange
Location
Chapel Hill, NC
Headquartered in Chapel Hill, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Orange
- Address
- 123 W Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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