HAVERDINK FINANCIAL MANAGEMENT, LLC

Legal name: HAVERDINK FINANCIAL MANAGEMENT, L.L.C.

CRD 131236File 801-112557

APPROVED

Retail clients

Custody

Filing as of Jan 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$220.4M

Below cohort median (national)

Discretionary AUM

$220.4M

Clients

181

480 accounts

Employees

Below cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 1, 2018
Principal office: 440 W. CENTRE AVENUE, SUITE 5, PORTAGE, MI, 49024-5373
Phone: 269-321-5070
Website: HTTPS://WWW.LINKEDIN.COM/IN/KEVIN-HAVERDINK-32AA86B

Assets & accounts

ADV Item 5F

Total regulatory AUM: $220.4M
Discretionary AUM: $220.4M
Non-discretionary AUM: $0
Discretionary accounts: 480
Non-discretionary accounts: 0
Total accounts: 480
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	62	$174.2M
Pension and profit sharing plans	2	$3.5M
Individuals (other than high net worth individuals)	117	$42.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.