| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Ryan McCaghren Control | Chief Compliance Officer/Managing Member | Over 75% | 2018 |
Safe Harbor Fiduciary, LLC reports $132 million in regulatory assets under management on its Form ADV.
Safe Harbor Fiduciary, LLC reports 5 employees.
Safe Harbor Fiduciary, LLC is based in Pensacola, FL and has been SEC-registered since 2021.
Safe Harbor Fiduciary, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $132M |
| Non-discretionary | $0 |
| Total (RAUM) | $132M |