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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 15, 2025 and February 20, 2026, reported AUM increased 13.8%, from $170.0M to $193.4M.
Across 5 reported observations, AUM increased 23.2% between March 21, 2022 and February 20, 2026, from $157.1M to $193.4M.
Of the latest reported AUM, 91.8% is discretionary and 8.2% is non-discretionary.
The firm reports 2 advisory representatives and 84 clients, or 42 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pine Haven Investment Counsel, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Pine Haven Investment Counsel, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pine Haven Investment Counsel, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.