Kristin Horton
Haven Capital Group · Westlake Village, California
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.
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Facts
| Firm | Haven Capital Group |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $143.9M across 125 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, NY · CRD 1987375 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.havencapitalgroup.com |
How Kristin's firm compares
- Haven Capital Group's average account is about $1.2 million, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Kristin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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