WESTLAKE VILLAGE, CACRD 149641Latest ADV March 31, 2026
Haven Capital Group is an SEC registered investment adviser organized as a corporation with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated March 31, 2026, reports $144M in regulatory assets under management, 1 employee, and 125 accounts.
Assets Under Management
$144M
Employees
1
Offices
--
Total Clients
118
Primary office
WESTLAKE VILLAGE, CA
2625 TOWNSGATE RD, STE 330, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.5% of total clients.
Top client categories% of clientsClients
1
HNWI
69.5%
82
2
Individuals
30.5%
36
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of March 31, 2026
Discretionary100.0%
$144M
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$144M
Total Accounts125
10Y AUM Change+$25M (+21.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee118:1
10Y Employee Change0 (0.0%)
* 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.