A complete list of active advisors currently associated with TrueHaven Capital

Warmer can help you find a great advisor at TrueHaven Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at TrueHaven Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse TrueHaven Capital's office locations.

Name	Location	Years of experience
Jonathan Berry	Richardson, TX	1
Micah Wakefield	Franklin, TN	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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