Truehaven Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated April 24, 2026, reports $62M in regulatory assets under management, 2 employees, 1 office, and 89 accounts.
Assets Under Management
$62M
Employees
2
Offices
1 office
Total Clients
28
Primary office
FRANKLIN, TN
1201 LIBERTY PIKE, SUITE 229 #1013, FRANKLIN, TN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 35.7% of total clients.
Top client categories% of clientsClients
1
HNWI
35.7%
10
2
Individuals
32.1%
9
3
Corporations
14.3%
4
4
Pooled Investment Vehicles
10.7%
3
5
Other Advisers
7.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$62Mas of April 24, 2026
Discretionary68.1%
$42M
68% of total RAUM68.1%
Non-discretionary31.9%
$20M
32% of total RAUM31.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$62M
Total Accounts89
10Y AUM Change+$62M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee14:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.