Aaron Dehaven is a registered investment advisor at Haven Capital Advisors, LLC, based in Charlotte, NC. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $5.4M in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$5.4M average
Assets Under Management
$5.4M

Fee Structure

Investment management only (planning not offered)

Haven Capital Advisors manages a private fund and the fees are outlined in the agreement between Haven and the fund. Details about the fees charged to investors are available in the fund's prospectus.

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Location

15720 Brixham Hill Ave, Ste 300, Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Haven Capital Advisors, LLC
January 2026 - Present · 4 mos
State Registrations1 state
NC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.