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PINE HAVEN INVESTMENT COUNSEL, INC.
CRD 129365File 801-71502
APPROVED
Retail clients
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$193.4M
Below cohort median (national)
Discretionary AUM
$177.7M
Non-discretionary $15.8M
Clients
84
323 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 28, 2010
- Principal office
- Not reported
- Phone
- (508) 993-0336
- Website
- https://pinehaveninv.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $193.4M
- Discretionary AUM
- $177.7M
- Non-discretionary AUM
- $15.8M
- Discretionary accounts
- 288
- Non-discretionary accounts
- 35
- Total accounts
- 323
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.9M |
| High net worth individuals | 41 | $165.9M |
| Individuals (other than high net worth individuals) | 43 | $16.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.