SAFE HARBOR FAMILY CAPITAL, LLC
CRD #317547 SEC #801-122963 CHAPEL HILL, NC 919-537-7110
SEC Registered
Total AUM
$545.8M
Discretionary
$312.1M
Employees
3
Clients
0
Accounts
239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $545.8M | $312.1M | $233.8M | 3 | 0 |
| May 2025 | $545.8M | $312.1M | $233.8M | 4 | 0 |
| Mar 2025 | $545.8M | $312.1M | $233.8M | 4 | 0 |
| Mar 2024 | $509.2M | $301.4M | $207.8M | 3 | 0 |
| Mar 2023 | $384.8M | $205.8M | $179M | 3 | 0 |
| Jan 2022 | $404M | $241.5M | $162.5M | 3 | 10 |
| Jan 2022 | $404M | $241.5M | $162.5M | 3 | 10 |
| Dec 2021 | $404M | $241.5M | $162.5M | 3 | 10 |
DateOct 2025
Total AUM$545.8M
Discretionary$312.1M
Non-Disc.$233.8M
Employees3
Clients0
DateMay 2025
Total AUM$545.8M
Discretionary$312.1M
Non-Disc.$233.8M
Employees4
Clients0
DateMar 2025
Total AUM$545.8M
Discretionary$312.1M
Non-Disc.$233.8M
Employees4
Clients0
DateMar 2024
Total AUM$509.2M
Discretionary$301.4M
Non-Disc.$207.8M
Employees3
Clients0
DateMar 2023
Total AUM$384.8M
Discretionary$205.8M
Non-Disc.$179M
Employees3
Clients0
DateJan 2022
Total AUM$404M
Discretionary$241.5M
Non-Disc.$162.5M
Employees3
Clients10
DateJan 2022
Total AUM$404M
Discretionary$241.5M
Non-Disc.$162.5M
Employees3
Clients10
DateDec 2021
Total AUM$404M
Discretionary$241.5M
Non-Disc.$162.5M
Employees3
Clients10