Safe Harbor Family Capital, LLC
● SEC registered since 2022CRD 317547SEC# 801-122963Chapel Hill, NC
Reg. AUM
$613.9M
Employees
3
Accounts
235
Location
Chapel Hill, NC
Safe Harbor Family Capital, LLC assets under management
Safe Harbor Family Capital, LLC is a registered investment adviser overseen by the SEC based in Chapel Hill, NC. The firm has been registered since 2022. It reports $613.9 million in regulatory assets under management and employs 3 people.
Safe Harbor Family Capital, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel Eden Soliman Control | President And Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Safe Harbor Family Capital, LLC manage?
Safe Harbor Family Capital, LLC reports $613.9 million in regulatory assets under management on its Form ADV.
How many employees does Safe Harbor Family Capital, LLC have?
Safe Harbor Family Capital, LLC reports 3 employees.
Where is Safe Harbor Family Capital, LLC located?
Safe Harbor Family Capital, LLC is based in Chapel Hill, NC and has been SEC-registered since 2022.
Does Safe Harbor Family Capital, LLC disclose fund performance?
Safe Harbor Family Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 123 West Franklin Street, Suite 540, Chapel Hill, NC 27516 |
| Phone | 919-537-7110 |
| Fax | 919-537-7102 |
| Office hours | 8:30-5:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$613.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$613.9Mregulatory AUM
Discretionary $352.9MNon-discretionary $261M