RIA Intelligence

HAVEN CAPITAL ADVISORS, LLC

Legal name: HAVEN CAPITAL

CRD #338419 SEC #801-135129 CHARLOTTE, NC 704-926-2018
SEC Registered Private Funds
Total AUM
$5.4M
Discretionary
$5.4M
Employees
2
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 9, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
THE CATALYST GROUPUSA, LLCDEMEMBERD Control
DeHaven, Aaron, MarkIMANAGING PARTNER,CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICERC Control

Registrations

Federal

IA
Dec 9, 2025 REGISTERED

Notice Filings (1)

NC

Address

15720 BRIXHAM HILL AVE
STE 300
CHARLOTTE, NC 28277
United States
Phone: 704-926-2018