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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-23-2009
- Office Locations
- 1
Office Locations
About Haven Capital Group
Haven Capital Group is a Westlake Village, CA RIA serving entrepreneurs with portfolio management, asset allocation, and financial planning, including insurance guidance. Investment implementation centers on ETFs and index-oriented strategies alongside select mutual funds and alternatives (e.g., real estate, hedge funds, cryptocurrency). The firm operates across retail and institutional channels and custodies assets with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
KRISTIN WYMAN HORTON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1987375
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,939,449 | $1,151,516 |
| Non-Discretionary | $0 | -- |
| Total | $143,939,449 | $1,151,516 |
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Separately Managed Accounts
Total SMA Asset: $143,939,449
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,282,134,880 | 26.3% |
| Municipal Bonds | $1,511,261,646 | 31.0% |
| Public Funds | $2,081,641,042 | 42.7% |
| Total | $4,875,037,568 | 100.0% |