Haven Private provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, financial planning, insurance, and retirement plan services.
Haven Private reports 186 clients. They include 90 high-net-worth individuals, 89 individual clients, and 7 corporations and other businesses. Of its assets, 100.0% ($428M across 684 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 6% |
| High-net-worth individuals | 48% | 89% |
| Corporations and other businesses | 4% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 89 | $23.7M | 5.5% | $266K |
| High-net-worth individuals | 90 | $382M | 89.2% | $4.24M |
| Corporations and other businesses | 7 | $22.5M | 5.3% | $3.22M |
| Total | 186 | $428M | 100% | $2.3M |
- Clients
- 89
- Regulatory AUM
- $23.7M
- AUM share
- 5.5%
- Avg. per client
- $266K
- Clients
- 90
- Regulatory AUM
- $382M
- AUM share
- 89.2%
- Avg. per client
- $4.24M
- Clients
- 7
- Regulatory AUM
- $22.5M
- AUM share
- 5.3%
- Avg. per client
- $3.22M
Total
- Clients
- 186
- Regulatory AUM
- $428M
- AUM share
- 100%
- Avg. per client
- $2.3M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Haven Private charges 0.45%–1.25% a year for its Portfolio Management Fee. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- General Consulting Fee
- General consulting is a negotiable hourly rate not to exceed $500 per hour, itemized in a billing statement at completion.
Elevate IV, LLC owns 75% or more of Haven Private and is in turn owned by Marc Angle (25–50%), Stacey Cole (25–50%) and Johnny Gibson (25–50%). Marc Angle is CEO; the leadership team includes Chief Investment Officer Johnny Gibson and Chief Compliance Officer Stacey Cole. It has 6 employees, 5 of them in advisory roles.
Leadership
Marc AngleMember & Chief Executive Officer- Stacey ColeMember & Chief Compliance Officer
- Johnny GibsonMember & Chief Investment Officer
Paul HershiserMember & Chief Operations Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- 2 soliciting firms
- Owns 75% or more of Haven Private, LLC
Elevate IV, LLC
Control person · since December 2023
- Owns 25% to 50% of Elevate IV, LLC
Marc Angle
Control person · since April 2022
- Owns 25% to 50% of Elevate IV, LLC
Stacey Cole
Control person · since April 2022
- Owns 25% to 50% of Elevate IV, LLC
Johnny Gibson
Control person · since April 2022
- Owns 10% to 25% of Haven Private, LLC
Olh Capital, LLC
since December 2023
- Owns 75% or more of Olh Capital, LLC
Paul Hershiser
Control person · since September 2023
Haven Private’s regulatory assets grew from $320M (May 2024) to $428M (April 2026); clients fell from 239 to 186 and employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $428M | 186 | 6 | 1 |
| March 2025 | $351M | 165 | 6 | 1 |
| May 2024 | $320M | 239 | 5 | 1 |
Besides its headquarters, Haven Private has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 976 Lake Baldwin Lane, Suite 201, OrlandoHQ
Contact and registration details
- Legal name
- Haven Private, LLC
- Headquarters
- 976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814
- Website
- havenprivate.com
- Phone
- 321-329-8674
- @haven-private
- SEC file
- 801-129272
- Founded
- 2006
- Structure
- Florida LLC
- Fiscal year end
- December
Haven Private uses Charles Schwab ($397M) as custodian for its separately managed accounts. Haven Private has custody of $13.6M in client assets for 5 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $397M100%
At year end, Haven Private’s separately managed accounts were mostly in funds (50%) and stocks (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $263M across 171 positions; the largest are Wisdomtree TR (9.8%), Columbia ETF TR I (9.4%) and American Centy ETF TR (3.5%).
What the accounts hold
- Stocks34%
- Funds50%
- Bonds5%
- State and local bonds3%
- U.S. government and agency bonds2%
- Cash4%
- Other7%
- Alternatives7%
Reported 13F holdings
- $263M
- Reported 13F value
- 171
- Positions
- 41.8%
- In the 10 largest
- +14.5%
- Value vs. prior quarter
- Wisdomtree TR · Floatng Rat Trea9.8%
- Columbia ETF TR I · Multi Sec Muni9.4%
- American Centy ETF TR · Avantis US Larg3.5%
- Apple Inc.3.4%
- American Centy ETF TR · Avantis Emgmkt3.4%
- iShares TR · US Infrastruc3.2%
- Legg Mason ETF Invt · Franklin Intl LW2.4%
- Alps ETF TR · Alerian Mlp2.3%
- American Centy ETF TR · International LR2.2%
- KLA Corp.2.1%
Together, the ten largest are 41.8% of reported value.
How many clients does Haven Private have?
Haven Private has 186 clients and manages $428 million for them, as of April 2026. They include 90 high-net-worth individuals, 89 individual clients, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does Haven Private offer?
Haven Private provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, financial planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Haven Private charge?
Haven Private charges 0.45%–1.25% a year for its Portfolio Management Fee. The fee is billed in arrears and is negotiable.
Which custodians does Haven Private use?
Haven Private’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $397M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does Haven Private have?
Haven Private has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Haven Private invest in?
At the end of its last fiscal year, Haven Private’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 7% other, 4% cash and equivalents, 3% state and local bonds and 2% U.S. government and agency bonds. The 7% other category is described as: Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Haven Private?
Haven Private is owned through holding companies by Marc Angle, Stacey Cole, Johnny Gibson and Paul Hershiser. Its direct owners are Elevate IV, LLC (75% or more) and Olh Capital, LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does Haven Private get paid?
Haven Private is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Haven Private?
Haven Private’s main office is at 976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814. Its phone number is 321-329-8674. Its website is havenprivate.com.