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Aaron M. Dehaven
HAVEN CAPITAL ADVISORS
CHARLOTTE, NC 28277
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CRD#: 8171697
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Aaron Mark DehavenHAVEN CAPITAL ADVISORS
Professional summary
Aaron Mark Dehaven, who also goes by Aaron Dehaven, is a registered financial advisor currently at HAVEN CAPITAL ADVISORS, LLC located in Charlotte, North Carolina.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Aaron has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Aaron Dehaven
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Pilgrims Group USA (formerly Catalyst Services USA and SUSA) • total estimated time spent per month: 1-2 hours / month • investment related: No, it’s a defense contracting company • Conflict of interest: No, resigned my job with PG before I started with Haven • Position title Member • Short description of duties: check in with accounting and sign any documents that they need. 2) The Catalyst Group USA, LLC • total estimated time spent per month: 2-4 hours per month • investment related: No, CG is the holding company that owns my portion of Pilgrims and Haven, et al.• Conflict of interest: Haven is majority owned by Catalyst Group. So there is interest, but not any conflict. • Position title: Member • Short description of duties check in with accounting and sign anything needed, plus we have a 30 min weekly meeting updating me on any goings on. 3) 1773 Anno Domini, Inc. • total estimated time spent per month ~0 hours/month. Maybe 1-2 hours per year. • investment related: No, this company used to be the holding company I used to both own my membership in PG but also cover my salary as a contractor to the other firms (where I spent my time). I no longer use this method and the company is being wound down eventually. • Conflict of interest: None • Position title: President • Short description of duties: meet with the accountant once per year about all companies, including this one. I keep up with the bank account for minimum balance purposes. 4) MT&H1, LLC • total estimated time spent per month: recently 0. 1-2 hours per month when we have a project. • investment related? No, this company buys and sells real estate in WV • Conflict of interest: None. • Position title: Member • Short description of duties: silent partner with no day-to-day responsibilities. I do talk to my partner once or twice a month to check in, but usually only when we have an active project going, which we do not at this time.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Mark Dehaven's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 12, 2026 - Present
HAVEN CAPITAL ADVISORS, LLC
Office #1: 15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277RIA
CRD#: 338419
CHARLOTTE, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(1/12/2026)
Current Firm
HC
HAVEN CAPITAL ADVISORS, LLC
HAVEN CAPITAL | HAVEN CAPITAL ADVISORS, LLC
CRD#: 338419 / SEC#: 801-135129
RIA
Registered Investment Advisory firm - (1/8/2026 120-Day Approval)Loading...
Contact information
Main Address
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277
Mailing Address
Phone number
(704) 926-2018
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 5,400,000 |
Red Flags
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