Havenshare Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 1, 2026, reports $670M in regulatory assets under management, 3 employees, and 16 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Fixed fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$670Mas of April 1, 2026
Discretionary7.3%
$49M
7% of total RAUM7.3%
Non-discretionary92.7%
$622M
93% of total RAUM92.7%
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.
Total AUM$670M
Total Accounts16
10Y AUM Change+$499M (+290.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee2:1
10Y Employee Change+2 (+200.0%)
* 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.