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, LLC-structured registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles; it also offers selection-of-other-advisers services and acts as sponsor/GP/managing member for pooled vehicles it organizes. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed, and performance-based fees. The firm reports SEC registration in 2024 and is not classified as an active ESG investor.