{
  "crd_number": 306691,
  "slug": "crown-haven-wealth-management-carmel-in-306691",
  "primary_business_name": "CROWN HAVEN WEALTH MANAGEMENT",
  "legal_name": "CROWN HAVEN WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Carmel",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-10-01",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 394
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "IN"
  ],
  "websites": [
    "https://crownhaven.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306691",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "CARMEL",
  "url": "https://advisorcensus.com/firm/crown-haven-wealth-management-carmel-in-306691",
  "display_name": "Crown Haven Wealth Management",
  "summary": "Crown Haven Wealth Management is a state-registered investment advisory firm in Carmel, IN, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Crown Haven Wealth Management (CRD 306691): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Crown Haven Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crown Haven Wealth Management reports these compensation arrangements: other."
    },
    {
      "q": "Where is Crown Haven Wealth Management located?",
      "a": "Crown Haven Wealth Management's principal office is in Carmel, IN, according to its Form ADV."
    },
    {
      "q": "Is Crown Haven Wealth Management registered with the SEC or a state?",
      "a": "Crown Haven Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306691."
    },
    {
      "q": "What types of clients does Crown Haven Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (394)."
    },
    {
      "q": "Does Crown Haven Wealth Management report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306691"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/crown-haven-wealth-management-carmel-in-306691.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 394,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306691",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}