Pine Haven Investment Counsel, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 20, 2026, reports $193M in regulatory assets under management, 3 employees, 1 office, and 323 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.2% of total clients.
Top client categories% of clientsClients
1
Individuals
51.2%
43
2
HNWI
48.8%
41
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of February 20, 2026
Discretionary91.8%
$178M
92% of total RAUM91.8%
Non-discretionary8.2%
$16M
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$193M
Total Accounts323
10Y AUM Change+$63M (+47.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee28:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.