TrueHaven Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$53,086,784
Clients
19
Advisors
2
across 2 offices
About
TrueHaven Capital provides investment advisory and family office services to high‑net‑worth and non‑HNW individuals, pooled investment vehicles, corporations, and other registered investment advisers. The firm offers discretionary and non‑discretionary asset management, financial planning and consulting, retirement plan consulting, SDIRA support, and sub‑advisory services to other RIAs.
The firm’s investment process combines fundamental and technical analysis and deploys a mix of long‑term, income, and hedging strategies that can use options and ETF instruments. TrueHaven also advises on and places alternative investments, monitors third‑party managers, and implements tailored plans and ongoing reviews while relying on custodians to administer SDIRA assets.
What distinguishes TrueHaven from many peers is its structured Section 351 Exchange Program, which offers both an advisory conversion service and a separate non‑advisory access/facilitation track for contributing appreciated securities to ETFs. The firm also acts as a private fund adviser and sub‑advisor, manages pooled vehicles, negotiates exclusive access and fee arrangements with certain hedge funds for clients, and uses performance‑based arrangements for qualified investors.
Client services
Expertise
Occupation focus
Fee options
Fixed fees vary by complexity and scope; negotiated per agreement
$500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000 - $15,000,000: 0.80% $15,000,000 - $20,000,000: 0.70% $20,000,000 - Negotiable: Negotiable
$200 per hour for financial planning and consulting
Up to 10% performance fee on private investment vehicles (SPVs) for qualified clients
Account minimum: $250,000 Fee-only: Hourly at $200 per hour; Fixed fees vary by scope and assets
Main office
See office1201 Liberty Pike, Suite 229 #1013
Franklin TN 37067
Advisors at this office
1
Offices (2)
Most active in
Tennessee
Also doing business as
Truehaven Capital · Truehaven Capital, LLC · Truehaven Consulting
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Micah W
Series 63, Series 66, Series 65
Franklin, TN
TrueHaven Capital
Micah Wakefield is a financial advisor at TrueHaven Capital with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Swan Wealth Advisors, Inc. for eight years. He is also the managing member of several special purpose vehicles affiliated with his firm. TrueHaven Capital provides investment advisory and family office services to high-net-worth and non-high-net-worth individuals, pooled investment vehicles, corporations, and other registered investment advisers. The firm employs a combination of fundamental and technical analysis and offers a range of strategies, including long-term, income, and hedging approaches, while also managing alternative investments and private funds.
Jonathan B
Series 65
Richardson, TX
TrueHaven Capital
Jonathan Berry is a Series 65-licensed advisor with TrueHaven Capital in Richardson, TX, with one year of industry experience. Prior to joining TrueHaven Capital, he worked at Accenture for four years. TrueHaven Capital provides investment advisory and family office services to a diverse client base, including high-net-worth individuals, corporations, and other registered investment advisers. The firm employs a combination of fundamental and technical analysis, offering strategies that include long-term, income, and hedging approaches, and is notable for its structured Section 351 Exchange Program and involvement in alternative investments and private fund management.
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