Haven Capital Advisors, LLC
Haven Capital Advisors, LLC is an SEC-registered asset manager in Charlotte, NC with $5.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Haven Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338419, SEC 801-135129, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $5.4M (2026-06-16)
- Firm type
- Asset Manager
- Location
- Charlotte, NC
- Employees
- 15
- Clients
- 1
- CRD
- 338419
- Ownership
- THE CATALYST GROUPUSA, LLC; DeHaven, Aaron, Mark; Obrikat, Chase
How much AUM does Haven Capital Advisors, LLC have?
Haven Capital Advisors, LLC reported $5.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Haven Capital Advisors, LLC?
Disclosed owners and executives of Haven Capital Advisors, LLC include THE CATALYST GROUPUSA, LLC, DeHaven, Aaron, Mark, Obrikat, Chase. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.