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 LLC is an independent, SEC-registered investment adviser that acts as a capital allocator for individual, family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, manages pooled investment vehicles, and provides manager selection services. Truehaven’s fee menu includes asset‑based fees, hourly and fixed fees, and performance‑based arrangements. In addition to advising external portfolios, the firm serves as sponsor/GP/managing member of pooled vehicles, which aligns with its capital allocator role. The adviser was registered with the SEC in 2024 and is owned by an individual principal.