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Safe Harbor Capital Mgmt., LLC (Palm Harbor)


Safe Harbor Capital Mgmt., LLC is a large advisory firm based in Palm Harbor. It manages $137 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

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Safe Harbor Capital Mgmt. provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Safe Harbor Capital Mgmt.: assets under management

The assets under management (AUM) of Safe Harbor Capital Mgmt., LLC is $137 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $137 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Safe Harbor Capital Mgmt., LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palm Harbor

The principal office where Safe Harbor Capital Mgmt., LLC performs its advisory services is located at 33920 U.S. Hwy. 19 N, Suite 150, Palm Harbor, FL 34684, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-787-4100 or by fax 727-772-5877. The normal business hours are 7am - 6pm on Monday - Friday. You can find more information about the New York firm at www.safeharborfund.com.


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