HAVENSHARE FINANCIAL, LLC

HAVENSHARE FINANCIAL, LLC is an SEC-registered investment adviser (CRD 167236). Regulatory assets under management: $670.5M.

Registration

• CRD: 167236
• SEC file number: 801-88172
• Type: Registered investment adviser
• Phone: 214-562-3390
• Latest filing: 2026-04-01
• Regulatory AUM: $670.5M
• Discretionary AUM: $48.7M
• Non-discretionary AUM: $621.8M
• Clients: 3
• Accounts: 16

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search