Truehaven Capital
SEC RegisteredFinancial services grounded in integrity, simplicity, and the true haven of wealth.
About the firm
Founded in 2022, TrueHaven Capital was built to help high net worth individuals and families navigate private wealth and asset management with a focus on creating lasting financial legacies. The firm offers proprietary investment strategies, family office services, alternative advisory services, and ETF portfolios, guided by principles of integrity, stewardship, and transparency.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Optimal Hedged Strategies (proprietary strategies managing downside risk and volatility), Family Office Services (comprehensive personalized guidance coordinated across financial life), Alt Advisory Services (access to vetted alternative investments for diversification and capital preservation), and Optimal ETF Portfolios (risk-managed multi-asset portfolio solutions for individual investors and advisors).
Who they serve
Multi-generational families, business owners, faith-driven stewards, and high net worth individuals seeking intentional wealth stewardship and long-term financial clarity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9 | $1.3M |
| High Net Worth Individuals | 10 | $52M |
| Pension/Profit Sharing Plans | 3 | $191k |
| Insurance Companies | 2 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $500,000 - $1m | 1.25% |
| $1m - $5m | 1.00% |
| $5m - $10m | 0.90% |
| $10m - $15m | 0.80% |
| $15m - $20m | 0.70% |
| $20m+ | 0.00% |
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Truehaven Capital has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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