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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BODE, PAUL, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BODE, PAUL, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BODE, PAUL, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BODE, PAUL, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BODE, PAUL, T | I | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| BODE, PAUL, T | I | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| BODE, PAUL, T | I | CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| Soliman, Samuel | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Soliman, Samuel | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Soliman, Samuel | I | OWNER | E | Control |
| Soliman, Samuel | I | OWNER | E | Control |
| Soliman, Samuel | I | PRESIDENT | E | Control |
| Soliman, Samuel | I | PRESIDENT | E | Control |
| Soliman, Samuel | I | PRESIDENT | E | Control |
| Soliman, Samuel, Eden | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| THE SHFC TRUST | DE | OWNER | E | Control |
| THE SHFC TRUST | DE | OWNER | E | Control |
Registrations
Federal
IA
Oct 24, 2025 REGISTERED
Notice Filings (2)
NC TX
Address
123 WEST FRANKLIN STREETSUITE 540
CHAPEL HILL, NC 27516
United States
Phone: 919-537-7110