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HAVEN CAPITAL GROUP

WESTLAKE VILLAGE, CA · CRD 149641 · IAPD ↗ · havencapitalgroup.com · 805-963-9050

$143.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2024 — HAVEN CAPITAL GROUP (WESTLAKE VILLAGE, CA) is newly SEC-registered with $118.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.