Haven Capital Group, Inc.
● SEC registered since 2024CRD 149641SEC# 801-130171Westlake Village, CA
Reg. AUM
$143.9M
Employees
1
Accounts
125
Location
Westlake Village, CA
Haven Capital Group, Inc. assets under management
Haven Capital Group, Inc. is an investment advisory firm registered with the SEC based in Westlake Village, CA. The firm has been registered since 2024. It reports $143.9 million in regulatory assets under management and employs 1 people.
Haven Capital Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristin Wyman Horton Control | President And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Haven Capital Group, Inc. manage?
Haven Capital Group, Inc. reports $143.9 million in regulatory assets under management on its Form ADV.
How many employees does Haven Capital Group, Inc. have?
Haven Capital Group, Inc. reports 1 employees.
Where is Haven Capital Group, Inc. located?
Haven Capital Group, Inc. is based in Westlake Village, CA and has been SEC-registered since 2024.
Does Haven Capital Group, Inc. disclose fund performance?
Haven Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2625 Townsgate Rd, Ste 330, Westlake Village, CA 91361-5751 |
| Phone | 805-963-9050 |
| Fax | 855-825-2693 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.9M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$143.9Mregulatory AUM
Discretionary $143.9M