{
  "crd_number": 154886,
  "slug": "haas-investment-management-llc-newport-news-va-154886",
  "primary_business_name": "HAAS INVESTMENT MANAGEMENT LLC",
  "legal_name": "HAAS INVESTMENT MANAGEMENT LLC",
  "dbas": [],
  "city": "Newport News",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47260",
  "metro": {
    "cbsa_code": "47260",
    "common_name": "Virginia Beach",
    "msa_name": "Virginia Beach-Chesapeake-Norfolk, VA-NC",
    "path": "/advisors/va/virginia-beach"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-10-01",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-02-16",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "VA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154886",
  "disclosure_items": [
    {
      "item": "11.E(1)",
      "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?"
    }
  ],
  "city_as_filed": "NEWPORT NEWS",
  "url": "https://advisorcensus.com/firm/haas-investment-management-llc-newport-news-va-154886",
  "display_name": "Haas Investment Management LLC",
  "summary": "Haas Investment Management LLC is a state-registered investment advisory firm in Newport News, VA, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated February 16, 2026.",
  "citation": "AdvisorCensus. Haas Investment Management LLC (CRD 154886): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Haas Investment Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Haas Investment Management LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Haas Investment Management LLC located?",
      "a": "Haas Investment Management LLC's principal office is in Newport News, VA, according to its Form ADV."
    },
    {
      "q": "Is Haas Investment Management LLC registered with the SEC or a state?",
      "a": "Haas Investment Management LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154886."
    },
    {
      "q": "Does Haas Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission). 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/154886"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/haas-investment-management-llc-newport-news-va-154886.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item 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/154886",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}