# Truehaven Capital

> Truehaven Capital is an SEC-registered investment advisory firm in Franklin, TN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 332005
- Filed as: TRUEHAVEN CAPITAL
- Legal name: Truehaven Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332005
- AdvisorCensus page: https://advisorcensus.com/firm/truehaven-capital-franklin-tn-332005

## Quick answers

**How is Truehaven Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Truehaven Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Truehaven Capital located?**
Truehaven Capital's principal office is in Franklin, TN, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Truehaven Capital registered with the SEC or a state?**
Truehaven Capital is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332005.

**How much does Truehaven Capital manage?**
Truehaven Capital reports $62,313,662 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (68% discretionary).

**How have Truehaven Capital's assets and staff changed since 2024?**
In the Form ADV data for Truehaven Capital: Regulatory assets under management: $100,302,653 in the October 2024 data and $62,313,662 in the October 2026 data, down 38%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truehaven Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (9); corporations or other businesses not listed above (4).

**Which custodians does Truehaven Capital use?**
Truehaven Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Truehaven Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332005

**What changed in Truehaven Capital's recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Truehaven Consulting. Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $117,200,000 to $62,313,662 (-47%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $62,313,662
- Discretionary: $42,416,364
- Non-discretionary: $19,897,298

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,322,796 |
| High net worth individuals | 10 | $51,763,988 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $191,000 |
| Other investment advisers | 2 | $2,419,015 |
| Corporations or other businesses not listed above | 4 | $6,616,863 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Richardson, TX

### Websites listed on Form ADV (Item 1.I)
- truehaven.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,302,653 | 1 | September 11, 2024 |
| October 2025 | $117,200,000 | 1 | July 28, 2025 |
| October 2026 | $62,313,662 | 2 | August 12, 2026 |

Regulatory assets under management: $100,302,653 in the October 2024 data and $62,313,662 in the October 2026 data, down 38%.
Total employees: 1 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Truehaven Consulting.
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $117,200,000 to $62,313,662 (-47%).

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truehaven Capital (CRD 332005): Form ADV filing data as of October 2026.