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TRUEHAVEN CAPITAL

FRANKLIN, TN · CRD 332005 · IAPD ↗ · truehaven.net · 210-260-8668

$62.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
3Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TRUEHAVEN CAPITAL reported RAUM down 47% ($117.2M -> $62.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
July 2025 — TRUEHAVEN CAPITAL notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — TRUEHAVEN CAPITAL moved its main office from BRADENTON, FL to FRANKLIN, TN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — TRUEHAVEN CAPITAL added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
October 2024 — TRUEHAVEN CAPITAL moved its main office from ST PETERSBURG, FL to BRADENTON, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
September 2024 — TRUEHAVEN CAPITAL moved its main office from BRADENTON, FL to ST PETERSBURG, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
September 2024 — TRUEHAVEN CAPITAL's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
September 2024 — TRUEHAVEN CAPITAL now reports 3 private fund(s) ($11.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
August 2024 — TRUEHAVEN CAPITAL (BRADENTON, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.