Haven Capital Advisors, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Aaron DeHaven
Managing Partner, CIO and CCOCRD 8171697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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