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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SAFE HARBOR RETIREMENT PLANNERS

ASSET MANAGEMENT SERVICES, INC., CRD 110803

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4cd06277-2b68-fef8-04d2-8faf68a8d826

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2012 to Jul 15, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $109MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $109M
Private client RAUM: $109MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $36.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 658
Individual clients: 255
High net worth clients: 41
Custody, client assets: $5.4M
SEC number: 801-136596
CRD: 110803
Filings on the tape: 6
First filed: Apr 2, 2012
Latest filed: Jul 15, 2026
Organised: Corporation, MD
Website: shretirement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HENRY C GODFREY	n/a	ABINGDON, MD	17	26	1	no
Eric Matthew Bowser	n/a	ABINGDON, MD	9	19	1	no
GREGORY KENT BOWSER	Certified Financial Planner	ABINGDON, MD	4	33	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOWSER, GREGORY, KENT	President	D	yes	01/1998	Apr 2, 2012	Aug 16, 2012
CLARK, WILLIAM, THOMAS	CHIEF COMPLIANCE OFFICER	D	yes	06/2007	Apr 2, 2012	Aug 16, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STRATEGIC FINANCIAL FOUNDATIONS, INC.	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Apr 2, 2012	$37.0M	$37.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$109M	n/a	n/a	n/a	n/a	4	n/a	0	n/a

Relationships

Registered with (4)

← GREGORY KENT BOWSERAdvisorregistration: current employment
Jan 26, 2022 to presentfactForm ADV
← Eric Matthew BowserAdvisorregistration: current employment
Aug 15, 2017 to presentfactForm ADV
← HENRY C GODFREYAdvisorregistration: current employment
Jan 12, 2009 to presentfactForm ADV
← MICHAEL PAUL HEPNERAdvisorregistration: previous registration
Mar 16, 2001 to Jul 11, 2007factForm ADV

Controls (2)

← BOWSER, GREGORY, KENTOwnerPRESIDENT, ownership code D, individual
Apr 2, 2012 to Aug 16, 2012factForm ADV
← CLARK, WILLIAM, THOMASOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Apr 2, 2012 to Aug 16, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4cd06277-2b68-fef8-04d2-8faf68a8d826
First observed: Apr 2, 2012
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAFE HARBOR RETIREMENT PLANNERS

ASSET MANAGEMENT SERVICES, INC., CRD 110803

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4cd06277-2b68-fef8-04d2-8faf68a8d826

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:46 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HENRY C GODFREY

n/a

ABINGDON, MD

Eric Matthew Bowser

n/a

ABINGDON, MD

GREGORY KENT BOWSER

Certified Financial Planner

ABINGDON, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWSER, GREGORY, KENT

President

yes

01/1998

Apr 2, 2012

Aug 16, 2012

CLARK, WILLIAM, THOMAS

CHIEF COMPLIANCE OFFICER

yes

06/2007

Apr 2, 2012

Aug 16, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STRATEGIC FINANCIAL FOUNDATIONS, INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Apr 2, 2012

$37.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$109M

n/a