Haven Capital Group
Haven Capital Group is an SEC-registered wealth manager in Westlake Village, CA with $143.9M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Haven Capital Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149641, SEC 801-130171, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $143.9M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 1
- Clients
- 118
- CRD
- 149641
- Ownership
- HORTON, KRISTIN, WYMAN
How much AUM does Haven Capital Group have?
Haven Capital Group reported $143.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Haven Capital Group?
Disclosed owners and executives of Haven Capital Group include HORTON, KRISTIN, WYMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.