Safe Harbor Fiduciary, LLC
● SEC registered since 2021CRD 169659SEC# 801-121650Pensacola, FL
Reg. AUM
$129.9M
Employees
5
Accounts
586
Location
Pensacola, FL
Safe Harbor Fiduciary, LLC assets under management
Safe Harbor Fiduciary, LLC is a registered investment adviser overseen by the SEC based in Pensacola, FL. The firm has been registered since 2021. It reports $129.9 million in regulatory assets under management and employs 5 people.
Safe Harbor Fiduciary, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Ryan McCaghren Control | Chief Compliance Officer/Managing Member | Over 75% | 2018 |
Frequently asked questions
How much does Safe Harbor Fiduciary, LLC manage?
Safe Harbor Fiduciary, LLC reports $129.9 million in regulatory assets under management on its Form ADV.
How many employees does Safe Harbor Fiduciary, LLC have?
Safe Harbor Fiduciary, LLC reports 5 employees.
Where is Safe Harbor Fiduciary, LLC located?
Safe Harbor Fiduciary, LLC is based in Pensacola, FL and has been SEC-registered since 2021.
Does Safe Harbor Fiduciary, LLC disclose fund performance?
Safe Harbor Fiduciary, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 South Palafox Street, Suite 300, Pensacola, FL 32502 |
| Phone | 850-435-4844 |
| Fax | 850-435-4843 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.9M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$129.9Mregulatory AUM
Discretionary $129.9M