# Kristin Horton

> Kristin Horton is a fee-only financial advisor at Haven Capital Group in Westlake Village, California, who holds the CFA credential. Haven Capital Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kristin-horton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Haven Capital Group
- **Based in:** Westlake Village, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $143.9M across 125 accounts
- **Credentials:** CFA
- **CRD:** 1987375 (https://adviserinfo.sec.gov/individual/summary/1987375)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 63 (1992)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.havencapitalgroup.com

## Frequently asked questions

### Is Kristin Horton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Haven Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kristin charge for financial advice?

Kristin's firm, Haven Capital Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Kristin Horton based?

Kristin Horton is based in Westlake Village, California.

### What credentials does Kristin Horton hold?

Kristin Horton holds the CFA credential.

### Is Kristin Horton registered with the SEC?

Yes. Kristin Horton is registered as an investment adviser representative in CA and NY (CRD 1987375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Haven Capital Group manage?

Haven Capital Group reports $143.9M across 125 accounts in assets under management.

### How do I contact Kristin Horton?

Through Kristin's website, www.havencapitalgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1987375): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.