HAVE RIA, Inc.

HAVE RIA, Inc. is an SEC-registered investment adviser that primarily serves institutional and pooled clients — including pooled investment vehicles, corporations, and pension and profit‑sharing retirement plans — rather than individual retail investors. The firm focuses on hotel real estate and offers services across the investment lifecycle, including acquisition due diligence, asset and operational management, renovation oversight, financing/refinancing coordination, and disposition support.

The firm typically manages assets on a discretionary basis with a multi‑year, long‑term orientation (commonly three to eight years) and employs both fundamental and technical analysis while pursuing core, value‑add, and opportunistic hotel strategies. HAVE RIA works directly with hotel operators, franchisors and third‑party specialists to implement revenue/expense optimization, capital projects and underwriting, and documents ERISA engagements — including the ability to serve as an ERISA fiduciary under 3(38) arrangements and to rely on QPAM protections for retirement-plan work.

Noteworthy aspects relative to peers include its operational affiliation with a parent hospitality services company and overlapping personnel with industry experience, and a chief compliance officer who maintains an active CPA license, which together reflect closer integration with hotel operations and financial oversight than is typical for many investment-manager firms. The brochure also discloses that the firm provides pension consulting and accepts hourly billing for certain non‑core tasks, and that client engagements employ multi‑year terms with extended notice and final‑report requirements, features that are less common among similar managers.