RIA Intel›Advisers›Minnesota›SAFE HARBOR CAPITAL MANAGEMENT LLC

SAFE HARBOR CAPITAL MANAGEMENT LLC

Advisory

BLOOMINGTON, MN

Data as of Jun 1, 2026 · Source: SEC Form ADV

Average account
$243K
across 66 accounts
AUM per adviser
$16M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM
$16M
Discretionary %
100%
Clients
38
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

CALIBRATION FINANCIAL, LLC
MILACA, MN
$16M
THE OXFORD PRIVATE CLIENT GROUP, LLC
WAYZATA, MN
$16M
-90.9% 1Y
NIES FINANCIAL GROUP INC.
SARTELL, MN
$17M
-47.2% 1Y
LEGACY WEALTH MANAGEMENT, INC.
$15M
BOSSERT CAPITAL LLC
MINNEAPOLIS, MN
$17M
PILOT CAPITAL MANAGEMENT CORP
$17M
-52.4% 1Y

Get the full picture on SAFE HARBOR CAPITAL MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SAFE HARBOR CAPITAL MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans