StrongHaven Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,022,192
Clients
35
71% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$543,491
About
StrongHaven Capital LLC works with individuals, trusts, estates, charitable organizations, corporations and other business entities to provide financial planning, family office and consulting services, as well as discretionary and non-discretionary investment management. The firm typically allocates client assets among independent managers and can advise on or manage held‑away products such as variable life insurance and annuity contract options.
The firm tailors portfolios to clients’ objectives and risk tolerances, emphasizing diversification across public and private, non‑correlating asset classes and relying on independent subadvisors to implement strategies. Its documented approach includes tax‑aware techniques such as direct indexing and it identifies and monitors contemporary risks, including political policy changes and the use of AI tools in its processes.
Compared with many small independent advisers, StrongHaven is notable for acting as a manager/sponsor to a pooled investment vehicle and for having an ownership affiliation with an insurance business while several supervised persons maintain insurance licenses and may offer commissionable products. It is structured with multiple owners and provides formal family office services — including family charters, investment policy implementation, family governance and generational coaching — and also accepts institutional and corporate clients, features that are less common for firms of its size.
Client services
Financial planning
Portfolio management
Expertise
Family Business
General estate planning guidance
Wealth management
Private / alternative investments
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for family office and financial planning services up to $100,000, depending on scope and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Certain supervised persons are licensed insurance agents and offer insurance products on a commission basis
Account minimum: $1,000,000 Minimum fee: Fixed fees for family office and financial planning services up to $100,000, depending on scope and complexity; fixed fees for wealth management services ranging from $10,000 to $100,000 per year Fee-only: Fee-based advisory services with fixed fees and asset-based fees as described above; no commissions for advisory services
Main office location
StrongHaven Capital LLC
201 Milwaukee Street, Suite 200
Denver CO 80206, United States
Number of offices
1
Most active in
StrongHaven Capital LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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