Haven Capital Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
$5.4M
Discretionary
$5.4M
100% of AUM
Avg account
$5.4M
Accounts
1
Employees
15
Advisory reps
1

Firm details

Headquarters
Charlotte, North Carolina
CRD number
338419
Registered since
January 8, 2026
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Haven Capital Advisors, LLC is an SEC-registered institutional RIA organized as a limited liability company. The record shows SEC registration in 2026 and an ownership structure that includes both a domestic entity and an individual. The firm’s advisory work is focused on portfolio management for pooled investment vehicles; its reported industry roles include sponsor, general partner, and managing member of such vehicles. Haven Capital charges performance-based fees and does not identify as an active ESG investor or a multi-state adviser. Haven Capital’s client base is institutional, and the firm is not listed as a capital allocator. It is not classified as a pension consultant or a related adviser to another registered firm.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Aaron DeHaven

    Managing Partner, CIO and CCOCRD 8171697

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
15720 Brixham Hill Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth