# Haven Capital Advisors, LLC

> Haven Capital Advisors, LLC is a state-registered investment advisory firm in Charlotte, NC, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 338419
- Filed as: HAVEN CAPITAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338419
- AdvisorCensus page: https://advisorcensus.com/firm/haven-capital-advisors-llc-charlotte-nc-338419

## Quick answers

**How is Haven Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Haven Capital Advisors, LLC reports these compensation arrangements: performance-based fees.

**Where is Haven Capital Advisors, LLC located?**
Haven Capital Advisors, LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Haven Capital Advisors, LLC registered with the SEC or a state?**
Haven Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338419.

**How much does Haven Capital Advisors, LLC manage?**
Haven Capital Advisors, LLC reports $5,400,000 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**What types of clients does Haven Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Haven Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338419

**What changed in Haven Capital Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Moved from SEC registration to state registration.

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $5,400,000
- Discretionary: $5,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,400,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 15 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @haven-capital-advisors
- X @HavenCap_io

## Changes in the filing (last 12 months)

### September 2026
- Moved from SEC registration to state registration.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haven Capital Advisors, LLC (CRD 338419): Form ADV filing data as of October 2026.