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 a limited liability company organized as an institutional registered investment adviser. The firm is SEC-registered (listed as 2026) and identifies its owner type as a combination of a domestic entity and an individual. Its primary client base is institutional, and its advisory mandate centers on portfolio management for pooled investment vehicles. Haven Capital Advisors acts in sponsor and general partner capacities and serves as managing member of pooled vehicles it advises. The firm charges performance-based fees and does not characterize itself as an active ESG investor or a multi-state adviser. Its listed business activities focus on serving pooled investment structures rather than retail or pension consulting roles.

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

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth