Haven Capital Group

Haven Capital Group (CRD# 149641) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $45,798,743 in 117 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $391,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

CA, NY

Financial Advisors at Haven Capital Group
Showing 1 - 1 of 1 top financial advisors.
1
KRISTIN WYMAN HORTON
CRD#: 1987375
735 State Street, Suite 622, Santa Barbara, CA 93101
103
Wealthminder
score

KRISTIN WYMAN HORTON , CFA (CRD# 1987375) is an Investment Advisor Representative working at Haven Capital Group in Santa Barbara, CA and has over 27 years of experience in the finance industry.

 

Haven Capital Group is a private, independent investment management firm providing custom portfolio management and financial planning for high net worth individuals and families, trusts, non-profits, corporations and retirement plans.  The firm's President is Kristin Wyman Horton , CFA.

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