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Insights

Niche Investment Manager Small, private independent firm in Westlake Village with a focus on securities portfolio management, financial planning, and real estate investment services, representing a potential upsell opportunity for tailored wealth management and advisory solutions.

Technology Footprint Visible use of widely deployed web and security technologies (OpenResty, Nginx, Lua, Network Solutions) suggesting openness to modern fintech integrations; a cue to offer scalable platforms, data analytics, and cybersecurity services suitable for lean teams.

Leadership Focus President is Kristin Wyman Horton CFA, indicating a founder-led organization with potential interest in premium, high-trust advisory services, compliance support, and thought leadership partnerships.

Revenue Scale Annual revenue in the low seven-figure range with a small employee base, signaling opportunity for cost-effective, high-value services such as outsourced operations, RIA support, and performance reporting enhancements.

Cross-Selling Potential Diversified services including real estate management and agency services present a gateway for cross-sell of integrated financial planning, real estate investment products, and client education programs to deepen wallet share.

Similar companies to Haven Capital Group, Inc. / Kristin Wyman Horton CFA

Haven Capital Group, Inc. / Kristin Wyman Horton CFA Tech Stack

Haven Capital Group, Inc. / Kristin Wyman Horton CFA uses 8 technology products and services including Network Solutions, Network Solutions Email Hosting, Lua, and more. Explore Haven Capital Group, Inc. / Kristin Wyman Horton CFA's tech stack below.

  • Network Solutions
    Domain Name Services
  • Network Solutions Email Hosting
    Email Hosting
  • Lua
    Programming Languages
  • HSTS
    Security
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers
  • OpenResty
    Web Servers

Haven Capital Group, Inc. / Kristin Wyman Horton CFA's Email Address Formats

Haven Capital Group, Inc. / Kristin Wyman Horton CFA uses at least 0 email formats:
Haven Capital Group, Inc. / Kristin Wyman Horton CFA Email FormatsExamplePercentage

Frequently Asked Questions

What is Haven Capital Group, Inc. / Kristin Wyman Horton CFA's official website and social media links?

Minus sign iconPlus sign iconHaven Capital Group, Inc. / Kristin Wyman Horton CFA's official website is havencapitalgroup.com and has social profiles on LinkedIn.

How much revenue does Haven Capital Group, Inc. / Kristin Wyman Horton CFA generate?

Minus sign iconPlus sign icon As of August 2026, Haven Capital Group, Inc. / Kristin Wyman Horton CFA's annual revenue is estimated to be $1M - $10M.

What is Haven Capital Group, Inc. / Kristin Wyman Horton CFA's NAICS code?

Minus sign iconPlus sign iconHaven Capital Group, Inc. / Kristin Wyman Horton CFA's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Haven Capital Group, Inc. / Kristin Wyman Horton CFA have currently?

Minus sign iconPlus sign iconAs of August 2026, Haven Capital Group, Inc. / Kristin Wyman Horton CFA has approximately 3 employees across 1 continents, including North America. Key team members include President: K. W. H. Explore Haven Capital Group, Inc. / Kristin Wyman Horton CFA's employee directory with LeadIQ.

What industry does Haven Capital Group, Inc. / Kristin Wyman Horton CFA belong to?

Minus sign iconPlus sign iconHaven Capital Group, Inc. / Kristin Wyman Horton CFA operates in the Investment Management industry.

What technology does Haven Capital Group, Inc. / Kristin Wyman Horton CFA use?

Minus sign iconPlus sign iconHaven Capital Group, Inc. / Kristin Wyman Horton CFA's tech stack includes Network Solutions, Network Solutions Email Hosting, Lua, HSTS, X-XSS-Protection, X-Content-Type-Options, Nginx and OpenResty.

When was Haven Capital Group, Inc. / Kristin Wyman Horton CFA founded?

Minus sign iconPlus sign iconHaven Capital Group, Inc. / Kristin Wyman Horton CFA was founded in 2009.
Haven Capital Group, Inc. / Kristin Wyman Horton CFA logo

Haven Capital Group, Inc. / Kristin Wyman Horton CFA

Investment ManagementCalifornia, United States2-10 Employees

Haven Capital Group, Inc. is a private, independent, registered investment management firm based in California. It provides a range of financial services, including management of securities portfolios, financial planning, and investment advice, and it also offers real estate services such as rental property management, real estate brokerage, and real estate investment activities. Kristin Wyman Horton, CFA, serves as the firm's president. The organization lists a Santa Barbara address while describing its headquarters as located in Westlake Village, California.

The firm appears to target individuals and private clients seeking an integrated approach to financial and real estate needs, reflecting a boutique footprint in the investment services landscape. With a small team and independent structure, it emphasizes its dual focus on asset management and real estate-related services within the California market.

Section iconCompany Overview

Website
havencapitalgroup.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Haven Capital Group, Inc. / Kristin Wyman Horton CFA's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • President at Haven Capital Group, Inc. / Kristin Wyman Horton CFA
    K. W. H.
    President
    Mobile Phone

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