← Back to search
HAVEN CAPITAL ADVISORS, LLC
CRD 338419 · SEC 801-135129
15720 BRIXHAM HILL AVE, STE 300, CHARLOTTE, NC, 28277, United States
Phone
704-926-2018
Fax
N/A
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$5.4M
Discretionary AUM
$5.4M
Team
15 total employees; 1 advisory reps
Clients
—
Fees
Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $5.4M |
States served
NC
Official SEC filing: View on IAPD