$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-09-2008
- Office Locations
- 1
Office Locations
-- Ijamsville MD
About Safe Harbor Investment Advisors, LLC
Safe Harbor Investment Advisors is a Maryland-based RIA focused on helping businesses and nonprofits design and run smarter 401(k) plans—lowering plan costs, reducing administrative headaches, and providing hands-on employee retirement support. For broader planning and portfolio construction, the firm uses diversified allocations and primarily ETFs and mutual funds, with custody through Altruist.
Team overview
47 AVG AGE
$18.1M AVG AUM / ADVISOR
$824.5K AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
KURT ALLAN HOUGHTON
Managing Member, President
- CRD
- #3115577
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,138,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,138,967 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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