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Firm profile

Haverdink Financial Management, LLC

PORTAGE, MICRD 131236Latest ADV January 23, 2026

Haverdink Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portage, MI. Its latest Form ADV filing, dated January 23, 2026, reports $220M in regulatory assets under management, 3 employees, and 480 accounts.

Assets Under Management
$220M
Employees
3
Offices
--
Total Clients
181
Primary office
PORTAGE, MI
440 W. CENTRE AVENUE, SUITE 5, PORTAGE, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(269) 321-5070
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOKevin D. Haverdink

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.6% of total clients.
Top client categories% of clientsClients
1
Individuals
64.6%
117
2
HNWI
34.3%
62
3
Pension Plans
1.1%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$220Mas of January 23, 2026
Discretionary100.0%
$220M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$220M
Total Accounts480
10Y AUM Change+$108M (+96.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee60:1
10Y Employee Change+1 (+50.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2018. Charts show the most recent available filing segment under this CRD.

* 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.