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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2001
- Office Locations
- 2
Office Locations
About Pine Haven Investment Counsel, Inc.
Pine Haven Investment Counsel is a boutique, independent RIA providing financial planning and discretionary portfolio management for progressive women (often heads of household), multigenerational families, and legacy-minded investors. The firm builds values-aligned, sustainability-aware portfolios using long-term buy-and-hold individual equities, complemented by mutual funds for diversification, with planning spanning retirement, estate/college needs, and charitable giving. Led by CFA charterholder Paige Johnson Roth; Schwab custodied.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAIGE JOHNSON ROTH
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2428098
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CASEY ELIZABETH FITCHETT
Partner
- CRD
- #7791431
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,661,785 | $616,881 |
| Non-Discretionary | $15,785,612 | $451,017 |
| Total | $193,447,397 | $598,908 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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