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HAVEN CAPITAL GROUP
HAVEN CAPITAL GROUP, INC.
CRD 149641 · SEC 801-130171
2625 TOWNSGATE RD, STE 330, WESTLAKE VILLAGE, CA, 91361-5751, United States
Phone
805-963-9050
Fax
855-825-2693
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.9M
Discretionary AUM
$143.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $6.6M |
| High net worth individuals | 82 | $130.7M |
States served
CA, NY
All web addresses on file
- HTTPS://WWW.HAVENCAPITALGROUP.COM
- HTTPS://TWITTER.COM/HAVENCAPITAL
- HTTPS://WWW.FACEBOOK.COM/HAVENCAPITALGROUP/
- HTTPS://WWW.INSTAGRAM.COM/HAVENCAPITALGROUP/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/HAVEN-CAPITAL-GROUP-INC./
- HTTPS://WWW.YELP.COM/BIZ/KRISTIN-WYMAN-HORTON-CFA-HAVEN-CAPITAL-GROUP-SANTA-BARBARA
- HTTPS://WWW.FACEBOOK.COM/GROUPS/117812499553/
- HTTP://HAVENCAPITALGROUP.BLOGSPOT.COM
Official SEC filing: View on IAPD