Donald Cummings
CRD Number: 1882353Current Firm: Blue Haven Capital, LLC
Compensation Model: Fee Only
Donald Cummings is a graduate of the University of WIsconsin-Madison and has more than 32 years of experience in the financial industry. He is the founder of Blue Haven Capital, a full-fiduciary investment management firm offering low cost, fee-only investment management to individuals and small institutions.
Donald worked in the institutional bond business for 15 years before opening Blue Haven Capital and focuses on managing conservative, balanced accounts for those approaching or in retirement.
He is frequently quoted in both the local and national press regarding bonds, interest rates, and the economy and has been interviewed by Wall Street Journal, BankRate.com, Fox Business, and Yahoo!Finance.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Haven Capital, LLC | Geneva, IL | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- FL
- IL
- NJ
- NY
- TX
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Total Assets Under Management81MILLIONS
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Total Number of Accounts540ACCOUNTS
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Average Account Value$149,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IL, NJ, NY, TX
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