SAFE HARBOR FIDUCIARY, LLC

SAFE HARBOR FIDUCIARY, LLC of PENSACOLA, FL is an SEC-registered investment adviser (CRD 169659). Regulatory assets under management: $129.9M.

Registration

• CRD: 169659
• SEC file number: 801-121650
• Type: Registered investment adviser
• Location: 700 SOUTH PALAFOX STREET, PENSACOLA, FL, 32502
• Phone: 850-435-4844
• Latest filing: 2026-03-29
• Regulatory AUM: $129.9M
• Discretionary AUM: $129.9M
• Clients: 5
• Accounts: 586

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169659 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search