Samuel Eden Soliman

Employer firm

Safe Harbor Family Capital, LLC CRD 317547

$614M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Safe Harbor Family Capital Llc
  Chapel Hill, NC

Other Businesses

1) Eddie & Jo Allison Smith Family Foundation, Inc.; Not investment-related; Private Foundation; Executive VP of Board of Directors; 6/1/2013; 20 hours/month; 15 hours/month during securities trading hours; Grantmaking to charitable organizations 2) Field2Base, Inc.; Investment-related; B2B SaaS Private Company; Member, Board of Directors; 7/1/2017; 2 hours/month; 2 hours/month during securities trading hours; Oversight of management team and strategic direction 3) Grady-White Boats, Inc.; Not investment-related; Sport Fishing Boat Manufacturer; Senior Advisor, Member, Board of Directors; 9/1/2010; 20 hours/month; 15 hours/month during securities trading hours; Oversight of management team and strategic direction, special projects 4) Light Capital, LLC.; Investment-related; Investing Entity; Co-Manager; 1/30/2024; 2 hours/month; 2 hours/month during securities trading hours; Oversight of entity 5) Fourth Generation II Descendants' Trust for the benefit of Christopher Blake Smith, Jr.; Not investment-related; Trust; Co-Trustee; 6/15/2024; 1 hour/month; 0 hours/month during securities trading hours; Oversight of trust 6) Fourth Generation II Asset Management Trust for the benefit of Christopher Blake Smith, Jr.; Not investment-related; Trust; Co-Trustee; 6/15/2024; 1 hour/month; 0 hours/month during securities trading hours; Oversight of trust 7) Fourth Generation II Descendants' Trust for the benefit of Margaret Ann Smith; Not investment-related; Trust; Co-Trustee; 6/15/2024; 1 hour/month; 0 hours/month during securities trading hours; Oversight of trust 8) Fourth Generation II Asset Management Trust for the benefit of Margaret Ann Smith; Not investment-related; Trust; Co-Trustee; 6/15/2024; 1 hour/month; 0 hours/month during securities trading hours; Oversight of trust

Designations

• Chartered Financial Analyst

Other Names

• Sam Soliman
• Samuel Soliman