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Linda Willis Eydt

HAVEN CAPITAL MANAGEMENT GROUP, LLC·ATLANTA, Georgia
Clean recordHAVEN CAPITAL MANAGEMENT GROUP, LLC
3400 PEACHTREE ROAD NE, ATLANTA, GA 30326CRD# 2676187Firm CRD# 167334

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Willis Eydt · ATLANTA, GA
Registration
CRD #2676187 · HAVEN CAPITAL MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Linda Willis Eydt is a registered financial advisor based in ATLANTA, Georgia, affiliated with HAVEN CAPITAL MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HAVEN CAPITAL MANAGEMENT GROUP, LLC
HAVEN CAPITAL
AUM
$35M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2676187
Firm CRD# 167334
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Linda Willis Eydt offer?
Linda Willis Eydt specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Linda Willis Eydt's credentials?
Linda Willis Eydt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Willis Eydt located?
Linda Willis Eydt is based in ATLANTA, Georgia, working with HAVEN CAPITAL MANAGEMENT GROUP, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Linda Willis Eydt charge for services?
Linda Willis Eydt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAVEN CAPITAL MANAGEMENT GROUP, LLC?
HAVEN CAPITAL MANAGEMENT GROUP, LLC has approximately 4 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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