HAVEN FINANCIAL ADVISORS

HAVEN FINANCIAL ADVISORS of AUSTIN, TX is an SEC-registered investment adviser (CRD 118607). Regulatory assets under management: $108.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 118607
• Type: Registered investment adviser
• Location: 210 LEE BARTON DRIVE, AUSTIN, TX, 78704
• Phone: 512 791 4335
• Latest filing: 2026-05-29
• Regulatory AUM: $108.0M
• Discretionary AUM: $108.0M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118607 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search