Blue Haven Capital, LLC

Blue Haven Capital, LLC (CRD# 141738) is a financial advisory firm headquartered in Geneva, IL. They manage $80,724,000 in 540 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
312 West State Street, Suite 112, Geneva, IL 60134
https://www.facebook.com/bluehavencapital/
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $149,489
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, NJ, NY, TX

Financial Advisors at Blue Haven Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Donald Cummings, financial advisor Geneva IL
Donald B. Cummings
CRD#: 1882353
312 West State Street, Suite 112, Geneva, IL 60134

Donald Cummings is a graduate of the University of WIsconsin-Madison and has more than 32 years of experience in the financial industry. He is the founder of Blue Haven Capital, a full-fiduciary investment management firm offering low cost, 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 focuses 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.

 

 

2
Kevin Kleinman, financial advisor Geneva IL
Kevin D. Kleinman
CRD#: 6895179
312 West State Street, Suite 112, Geneva, IL 60134

Kevin Kleinman (CRD# 6895179) is an Investment Advisor Representative working at Blue Haven Capital, LLC in Geneva, IL and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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