A complete list of active advisors currently associated with Blue Haven Capital, LLC

Warmer can help you find a great advisor at Blue Haven Capital, LLC or one who fits your needs even better.

Blue Haven Capital provides fee-only investment management and advisory services to individuals, high‑net‑worth clients, trusts, estates, family foundations, and charitable organizations. The firm manages client accounts on a discretionary basis and implements portfolios using mutual funds, ETFs, individual stocks and bonds, options on securities, and certain private investments. The firm’s investment approach is a diversified, asset‑allocation model informed by Modern Portfolio Theory and a strategic buy‑hold‑rebalance philosophy, with target allocations set to client risk tolerance. For clients who desire additional strategies, Blue Haven may use individual bonds, private credit/private‑equity vehicles such as Business Development Companies (BDCs), and a range of options techniques (covered calls, cash‑secured puts, and spreads) for income, hedging, or speculative purposes. Distinctive aspects for a small, two‑advisor firm include its SEC registration effective January 7, 2026 after exceeding $100 million in regulatory assets under management and its requirement that clients custody assets at Charles Schwab, with disclosure that the firm receives Schwab-provided research and services. The firm also follows an educational, non‑directive policy on retirement rollovers and does not accept proxy‑voting authority, leaving proxy votes to clients.

To learn more about the advisors currently working at Blue Haven Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.