# HAVEN FINANCIAL ADVISORS

HAVEN FINANCIAL ADVISORS of AUSTIN, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 118607
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118607/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118607/similar
- Related entities: https://search.stillhousedata.com/firm/118607/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118607

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.