Kristin Wyman Horton , CFA, President

735 State Street, Suite 622, Santa Barbara, CA 93101

phone 805-963-9050 mobile 805-896-4832 fax 855-825-2693


Haven Capital Group

Providing investment services, namely, management of securities portfolios, financial planning and investment advice;

Providing real estate services, namely, rental property management, real estate agency services and real estate investment services.


Our firm, Haven Capital Group, Inc., CRD#: 149641/SEC#: 801-70337, will not be filing its Form ADV Amendment by March 30, 2020 or delivering it by April 30, 2020 due to the COVID-19 virus because critical staff for gathering information for the filing are focused on the market and client calls.

We are relying on the SEC IAA Release No. 5463 of Friday, March 13, 2020 for this extension. We expect to be able to file accurate information on or by May 14, 2020 and to deliver the required information to our clients on or by June 13, 2020.

PCBT Mid-Year Economic Roundtable