Truehaven Capital

RIASEC RegisteredEst. 2024

Total AUM

$62.3M

Discretionary

$42.4M

68% of AUM

Avg account

$700K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Franklin, Tennessee
CRD number: 332005
Registered since: July 19, 2024
Website: www.truehaven.net
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI83.07%
Corporations / Businesses10.62%
Other Investment Advisers3.88%
Individuals2.12%
Pooled Investment Vehicles0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Truehaven Capital is an independent, SEC‑registered RIA organized as an LLC and designated as a capital allocator. The firm registered with the SEC in 2024 and is owned by an individual. Its client base includes both individuals and families as well as institutional investors. Fee arrangements are flexible and include percentage‑of‑AUM, hourly, fixed fees, and performance‑based structures. Advisory services listed in firm materials cover financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. The firm also acts in sponsor/GP/managing‑member roles for pooled vehicles, indicating an active role in creating and operating private funds. Truehaven does not identify as an active ESG investor.