Blue Haven Capital, LLC

Blue Haven Capital, LLC (CRD# 141738) is a financial advisory firm headquartered in Geneva, IL. They manage $35,190,000 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $234,600
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Blue Haven Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald B. Cummings
CRD#: 1882353
312 West State Street, Suite 112, Geneva, IL 60134
100
Wealthminder
score

Donald Cummings is a graduate of the University of WIsconsin-Madison and has more than 27 years of experience in the finance industry. He is the founder of Blue Haven Capital, a full-fiduciary investment management firm offering fee-only investment management to individuals and small institutions.

 

Donald worked in the institutional bond business for 15 years before opening Blue Haven Capital and focusing on managing conservative, balanced accounts for those approaching or in retirement.

 

He is frequently quoted in both the local and national press regarding bonds, interest rates, and the economy and has been interviewed by Wall Street Journal, BankRate.com, Fox Business, and Yahoo!Finance.

 

 

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.