Snug Harbor Capital Management, LLC

Overview

Snug Harbor Capital Management, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee model is flexible, combining a percentage-of-assets arrangement with hourly and fixed-fee options. Investment behavior is equity‑centric: the firm shows a clear preference for exchange‑traded equities and ETFs as core portfolio building blocks. It is not identified as an active ESG investor and is not registered as a multi‑state adviser. As a small, privately held RIA, Snug Harbor tends to blend direct equity exposure with externally managed products and fixed‑income allocations to meet client goals.

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Public Holdings

Investments & Alternatives

Location & Offices