Safe Harbor Fiduciary, LLC

Overview

Safe Harbor Fiduciary, LLC is an SEC registered investment adviser based in Pensacola, FL, registered since 2014. It reports $13M in assets under management across 586 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$13M

Discretionary

100%

Accounts

586

Average account

$222K

Employees

5

Advisory reps

3

Registered since

2014

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Scott Ryan McCaghren Chief Compliance Officer, Managing Member CRD 5801543

Advisory reps 3 of 3

• Karl Albert Hanna Insurance Agent · Investment Adviser Rep CRD 6810233
• Howard Bruce Marshall Investment Adviser Rep CRD 2121441
• Scott R Mccaghren Insurance Agent · Investment Adviser Rep CRD 5801543

Location

Headquarters

700 S Palafox St Ste 300
Pensacola, FL 32502

County

Escambia

Metro area

Pensacola-Ferry Pass-Brent, FL

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: retirementpeaceroadmap.org

Every state, with registration dates

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