RIA Intel›Advisers›Maryland›SAFE HARBOR INVESTMENT ADVISORS, LLC

SAFE HARBOR INVESTMENT ADVISORS, LLC

Advisory

MD

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account

$824K

across 22 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

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

STARK STRATEGIC CAPITAL MANAGEMENT, INC.

$18M

PARKER FINANCIAL, LLC

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RUDA FINANCIAL LLC

$19M

PSG INVESTMENT ADVISORS, LLC

$19M

BAVIELLO INVESTMENT MANAGEMENT, LLC

$17M

WAKEFIELD CAPITAL MANAGEMENT, INC.

CHEVY CHASE, MD

$17M

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