Data / Investment advisers / Tennessee / Truehaven Capital
Truehaven Capital, Franklin, TN: $62.3 million AUM, SEC registered investment adviser
Truehaven Capital is an SEC registered investment adviser with its main office in Franklin, Tennessee and reports $62.3 million in regulatory assets under management in its Form ADV filed October 13, 2026. Its clients include high net worth individuals, corporations and other businesses and other investment advisers. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 332005
- SEC file number
- 801-130726
- SEC status
- Approved, effective July 19, 2024
- Legal name
- Truehaven Capital, LLC
- Main office
- 1201 Liberty Pike Suite 229 #1013, Franklin, TN 37067
- Phone
- (210) 260-8668
- Website
- truehaven.net
- Regulatory AUM
- $62,313,662 in the Form ADV filed October 13, 2026
- Discretionary AUM
- $42,416,364
- Non discretionary AUM
- $19,897,298
- Accounts
- 89
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 3: 3 securitized asset funds
- Gross assets of private funds
- $4,374,012
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $51.8 million |
| Corporations or other businesses | 4 | $6.6 million |
| Other investment advisers | 2 | $2.4 million |
| Individuals (other than high net worth individuals) | 9 | $1.3 million |
| Pooled investment vehicles | 3 | $191,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $62.3 million | March 6, 2026 |
| December 1, 2025 | $117.2 million | July 28, 2025 |
Other advisers in Franklin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Retirement Solutions Group | Franklin | $181.5 million | Not listed | adviserinfo.sec.gov |
| Sage Investment Counsel | Franklin | $164.6 million | Not listed | adviserinfo.sec.gov |
| Carmichael Creel Investments | Franklin | $126.6 million | Not listed | adviserinfo.sec.gov |
| Greensview Wealth Management | Franklin | $121.1 million | Not listed | adviserinfo.sec.gov |
| Strategic Wealth Partners LLC | Franklin | $101.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Franklin, TN
- Investment advisers in Tennessee
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Truehaven Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.