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123 West Franklin Street Suite 540, Chapel Hill, NC 27516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
123 West Franklin Street Suite 540, Chapel Hill, NC 27516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Harbor Family Capital Llc | Chapel Hill | NC | 01/2007 | Present |
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
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