Pine Haven Investment Counsel, Inc.
- Regulatory AUM
- $193M
- Discretionary
- $178M
- Clients
- 84
- Avg AUM / client
- $2.3M
- Accounts
- 323
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 20, 2026
Investments (13F portfolio — 116 positions, $148,811,406)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $11,744,947 | 40,589 | 7.89% | 6.07% |
| 2 | Microsoft Corp | COM | $11,163,777 | 29,928 | 7.5% | 5.77% |
| 3 | Alphabet Inc | CAP STK CL A | $5,401,290 | 15,114 | 3.63% | 2.79% |
| 4 | Costco Wholesale Corporation | COM | $5,120,865 | 5,474 | 3.44% | 2.65% |
| 5 | Berkshire Hathaway Inc Del | CL B NEW | $4,638,115 | 9,269 | 3.12% | 2.4% |
| 6 | Abbvie Inc | COM | $4,522,759 | 17,973 | 3.04% | 2.34% |
| 7 | Starbucks Corp | COM | $4,317,246 | 42,247 | 2.9% | 2.23% |
| 8 | Applied Matls Inc | COM | $4,164,900 | 5,761 | 2.8% | 2.15% |
| 9 | Ishares Tr | ESG AW MSCI EAFE | $4,125,962 | 40,132 | 2.77% | 2.13% |
| 10 | Schwab Charles Corp | COM | $3,725,770 | 40,379 | 2.5% | 1.93% |
| 11 | Vanguard Index Fds | S&P 500 ETF SHS | $3,036,027 | 4,420 | 2.04% | 1.57% |
| 12 | Exxon Mobil Corp | COM | $2,564,184 | 18,755 | 1.72% | 1.33% |
| 13 | Deere & Co | COM | $2,519,559 | 3,972 | 1.69% | 1.3% |
| 14 | Amgen Inc | COM | $2,296,203 | 6,341 | 1.54% | 1.19% |
| 15 | Johnson & Johnson | COM | $2,274,196 | 8,955 | 1.53% | 1.18% |
| 16 | Alphabet Inc | CAP STK CL C | $2,273,325 | 6,434 | 1.53% | 1.18% |
| 17 | Caterpillar Inc | COM | $2,253,328 | 2,116 | 1.51% | 1.16% |
| 18 | Ishares Tr | ESG AWR US AGRGT | $2,172,943 | 45,833 | 1.46% | 1.12% |
| 19 | Abbott Laboratories | COM | $2,095,260 | 23,091 | 1.41% | 1.08% |
| 20 | State Str Spdr S&P 500 Etf T | TR UNIT | $2,037,935 | 2,729 | 1.37% | 1.05% |
| 21 | Merck & Co Inc | COM | $1,834,093 | 14,273 | 1.23% | 0.95% |
| 22 | Nvidia Corporation | COM | $1,822,474 | 9,108 | 1.22% | 0.94% |
| 23 | Procter & Gamble Co | COM | $1,757,334 | 11,984 | 1.18% | 0.91% |
| 24 | Oracle Corp | COM | $1,756,109 | 11,983 | 1.18% | 0.91% |
| 25 | Advanced Micro Devices Inc | COM | $1,691,610 | 2,912 | 1.14% | 0.87% |
Top 25 of 116 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $16.7M | 8.63% |
| High net worth individuals | 41 | $166M | 85.7% |
| Charitable organizations | Fewer than 5 clients | $10.9M | 5.63% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paige Johnson Roth | President, Chief Executive Officer And Chief Compliance Officer | CFA | Sep 1999 (27y) | 75% or more |
| Casey Elizabeth Fitchett | Registered representative | CFP | Sep 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 896 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $191M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗