RIA Intel›Advisers›Texas›HAVENCREST CAPITAL MANAGEMENT, LLC

HAVENCREST CAPITAL MANAGEMENT, LLC

Advisory

N·DALLAS, TX

Data as of May 15, 2026 · Source: SEC Form ADV

Total AUM
$451M
1-Year AUM Growth
+0.7%
3-Year CAGR
+0.6%
Employees
9
Assets Under Management
Total AUM$451M
Discretionary AUM$451M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees9
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingJun 27, 2022
Latest FilingMay 15, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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