# Haverdink Financial Management, LLC

> Haverdink Financial Management, LLC is an SEC-registered investment advisory firm in Portage, MI, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 131236
- Filed as: HAVERDINK FINANCIAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portage, MI
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131236
- AdvisorCensus page: https://advisorcensus.com/firm/haverdink-financial-management-llc-portage-mi-131236

## Quick answers

**How is Haverdink Financial Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Haverdink Financial Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Haverdink Financial Management, LLC located?**
Haverdink Financial Management, LLC's principal office is in Portage, MI, according to its Form ADV.

**Is Haverdink Financial Management, LLC registered with the SEC or a state?**
Haverdink Financial Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 131236.

**How much does Haverdink Financial Management, LLC manage?**
Haverdink Financial Management, LLC reports $220,425,000 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**How have Haverdink Financial Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Haverdink Financial Management, LLC: Regulatory assets under management: $139,391,000 in the October 2021 data and $220,425,000 in the October 2026 data, up 58%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Haverdink Financial Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117); high net worth individuals (62); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Haverdink Financial Management, LLC use?**
Haverdink Financial Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Haverdink Financial Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131236

**Does Haverdink Financial Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 23, 2026 says: "The Adviser generally requires a minimum relationship size of $100,000. The minimum relationship size may be negotiable, based upon individual circumstances, pre-existing relationships, future earnings, or investment capacity, or at the discretion of the Adviser."

**What changed in Haverdink Financial Management, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $191,272,000 to $220,425,000 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 23, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The Adviser generally requires a minimum relationship size of $100,000. The minimum relationship size may be negotiable, based upon individual circumstances, pre-existing relationships, future earnings, or investment capacity, or at the discretion of the Adviser.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $220,425,000
- Discretionary: $220,425,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 117 | $42,724,000 |
| High net worth individuals | 62 | $174,161,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,540,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @KEVIN-HAVERDINK-32AA86B
- LinkedIn @jonathan-haverdink-2622a6220

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $139,391,000 | 2 | January 27, 2021 |
| October 2022 | $154,432,000 | 2 | June 14, 2022 |
| October 2023 | $140,124,000 | 2 | July 14, 2023 |
| October 2024 | $171,296,000 | 3 | April 18, 2024 |
| October 2025 | $191,272,000 | 3 | February 17, 2025 |
| October 2026 | $220,425,000 | 3 | January 23, 2026 |

Regulatory assets under management: $139,391,000 in the October 2021 data and $220,425,000 in the October 2026 data, up 58%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $191,272,000 to $220,425,000 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haverdink Financial Management, LLC (CRD 131236): Form ADV filing data as of October 2026.