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 and registered with the SEC in 2022. The firm functions as a capital allocator and provides discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional clients. Its advisory scope includes direct portfolio management and the selection of outside managers when appropriate. Compensation is primarily a percentage-of-AUM fee model. The firm does not identify as an active ESG investor and currently operates under a single-state registration profile.
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%
Contacts
1 of 1Samuel Soliman
OwnerCRD 7475379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$132M in ETFs
73%
$95.6M
14%
$36.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $35.3M | 95,475 | 26.84% |
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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