Haven Capital Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 338419
- Registered since
- January 8, 2026
- Website
- www.havencap.io
- 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 institutional registered investment adviser organized as a limited liability company and SEC‑registered in 2026. The firm serves institutional clients and bills on a performance‑based fee schedule. Its primary advisory activity is portfolio management for pooled investment vehicles, and it serves in sponsor/GP/managing‑member roles for those vehicles. Ownership is listed as a combination of a domestic entity and an individual. Haven Capital does not identify as an active ESG investor, is not a multi‑state adviser, and is not positioned as a pension consultant or a related adviser to another advisory 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
Similar firms
Prodeo Asset Management, LLP
RIACharlotte, NC
Bespoke Capital Advisors, Inc.
RIACharlotte, NC
Grey Private Capital
RIACharlotte, NC
Linkside Financial LLC
RIACharlotte, NC
Fedway Financial LLC
RIACharlotte, NC
Leep Asset Management, LLC
RIACharlotte, NC