# HAAS FINANCIAL, INC.

HAAS FINANCIAL, INC. of SANIBEL, FL is an SEC-registered investment adviser.

## Registration

- CRD: 329490
- Type: SEC-registered investment adviser
- SEC file number: 801-129339
- Location: 1619 PERIWINKLE WAY, SANIBEL, FL, 33957
- Phone: (651) 328-8070
- Latest filing: 2026-02-19
- Regulatory AUM: $98.4M
- Discretionary AUM: $98.4M
- Clients: 4
- Accounts: 514

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HAAS DAVID ROBERT | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329490/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329490/similar
- Related entities: https://search.stillhousedata.com/firm/329490/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329490

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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.